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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $151,896 |
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 | $95,880 | $123,077-22.1% | $116,228-17.5% | $102,872-6.8% |
| Participation rate | 87.8% | 87.0%+0.8pp | 74.6%+13.2pp | 73.0%+14.8pp |
| Annual return | 8.04% | 15.84%-7.8pp | 90.06%-82.0pp | 19.06%-11.0pp |
| Employer contribution / active EE | $4,610 | $4,380+5.2% | $2,994+53.9% | $3,526+30.7% |
| Participant deferral / active EE | $6,383 | $6,746-5.4% | $4,953+28.9% | $5,535+15.3% |
| Admin fee / account holder | $98 | $115-14.7% | $11,989-99.2% | $292-66.3% |