Filed January 13, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $58,206 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 · EIN 36-4291971 | Consulting | $44,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $12,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,805 | $50,815+11.8% | $155,509-63.5% | $77,643-26.8% |
| Participation rate | 95.8% | 63.1%+32.6pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 13.70% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $4,458 | $1,993+123.7% | $4,672-4.6% | $2,726+63.5% |
| Participant deferral / active EE | $3,426 | $2,822+21.4% | $5,626-39.1% | $4,647-26.3% |
| Admin fee / account holder | $93 | $437-78.8% | $15,912-99.4% | $430-78.4% |