Filed February 10, 2025 (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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $178,705 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,408 | $112,623-18.8% | $106,213-13.9% | $199,593-54.2% |
| Participation rate | 90.1% | 86.2%+3.9pp | 75.3%+14.8pp | 72.0%+18.1pp |
| Annual return | 11.34% | 15.57%-4.2pp | 116.14%-104.8pp | 34.25%-22.9pp |
| Employer contribution / active EE | $4,678 | $4,575+2.2% | $3,171+47.5% | $3,034+54.2% |
| Participant deferral / active EE | $6,177 | $6,659-7.2% | $5,016+23.1% | $5,087+21.4% |
| Admin fee / account holder | $115 | $107+7.9% | $11,033-99.0% | $269-57.1% |