Filed April 11, 2022
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 9-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 | $24,373 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,050 | $95,388+28.0% | $125,339-2.6% | $77,904+56.7% |
| Participation rate | 95.0% | 78.6%+16.4pp | 82.4%+12.6pp | 73.7%+21.3pp |
| Annual return | -12.31% | 116.19%-128.5pp | 572.05%-584.4pp | 12.21%-24.5pp |
| Employer contribution / active EE | $3,530 | $3,666-3.7% | $4,814-26.7% | $2,848+24.0% |
| Participant deferral / active EE | $8,401 | $7,711+8.9% | $7,446+12.8% | $4,806+74.8% |
| Admin fee / account holder | $4 | $119-96.7% | $10,010-100.0% | $133-97.1% |