Filed February 5, 2018
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 4-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 | $18,257 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,073 | $50,815-72.3% | $155,509-91.0% | $77,643-81.9% |
| Participation rate | 86.4% | 63.1%+23.3pp | 78.2%+8.3pp | 70.6%+15.9pp |
| Annual return | 16.11% | 34.80%-18.7pp | 64.67%-48.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $26 | $1,993-98.7% | $4,672-99.4% | $2,726-99.0% |
| Participant deferral / active EE | $4,676 | $2,822+65.7% | $5,626-16.9% | $4,647+0.6% |
| Admin fee / account holder | $30 | $437-93.1% | $15,912-99.8% | $430-93.0% |