Filed March 4, 2022 (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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,985 | $81,357+8.1% | $75,972+15.8% | $199,593-55.9% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 14.29% | 16.32%-2.0pp | 359.55%-345.3pp | 34.25%-20.0pp |
| Employer contribution / active EE | $6,032 | $3,341+80.6% | $2,685+124.7% | $3,034+98.8% |
| Participant deferral / active EE | $7,636 | $4,710+62.1% | $4,255+79.4% | $5,087+50.1% |
| Admin fee / account holder | $8 | $144-94.8% | $6,467-99.9% | $269-97.2% |