Filed December 1, 2017
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,541 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $42,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,447 | $60,323-9.7% | $81,812-33.4% | $74,495-26.9% |
| Participation rate | 93.1% | 62.9%+30.3pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 15.28% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,872 | $2,620+85.9% | $2,912+67.3% | $2,623+85.8% |
| Participant deferral / active EE | $8,226 | $3,387+142.8% | $4,319+90.5% | $4,346+89.3% |
| Admin fee / account holder | $223 | $1,486-85.0% | $7,386-97.0% | $1,942-88.5% |