Filed November 5, 2019
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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,002 | $86,944+25.4% | $107,525+1.4% | $74,304+46.7% |
| Participation rate | 82.0% | 59.6%+22.5pp | 75.1%+6.9pp | 60.3%+21.7pp |
| Annual return | 16.98% | 23.52%-6.5pp | 181.32%-164.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,550 | $2,757-43.8% | $3,754-58.7% | $2,241-30.8% |
| Participant deferral / active EE | $5,513 | $3,554+55.1% | $5,116+7.8% | $3,767+46.3% |
| Admin fee / account holder | $199 | $3,727-94.7% | $8,919-97.8% | $2,969-93.3% |