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 | $65,573 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 · EIN 36-4291971 | Consulting | $44,998 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $22,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,682 | $50,982+19.0% | $154,803-60.8% | $85,563-29.1% |
| Participation rate | 85.5% | 59.8%+25.7pp | 78.1%+7.4pp | 66.0%+19.5pp |
| Annual return | 14.01% | 30.35%-16.3pp | 58.88%-44.9pp | 31.51%-17.5pp |
| Employer contribution / active EE | $4,518 | $1,708+164.5% | $4,305+4.9% | $2,654+70.3% |
| Participant deferral / active EE | $3,668 | $2,474+48.3% | $5,540-33.8% | $4,375-16.2% |
| Admin fee / account holder | $108 | $846-87.2% | $14,329-99.2% | $834-87.0% |