Filed January 23, 2015 (most recent of 2 filings on file)
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $309,303 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,633 | $151,876-41.0% | $113,168-20.8% | $117,739-23.9% |
| Participation rate | 99.1% | 92.5%+6.5pp | 76.6%+22.5pp | 76.6%+22.4pp |
| Annual return | 13.68% | 15.75%-2.1pp | 24.27%-10.6pp | 17.29%-3.6pp |
| Employer contribution / active EE | $7,525 | $4,598+63.6% | $2,975+152.9% | $3,746+100.9% |
| Participant deferral / active EE | $4,627 | $7,767-40.4% | $5,107-9.4% | $6,128-24.5% |
| Admin fee / account holder | $43 | $70-39.1% | $12,068-99.6% | $112-61.9% |