Filed April 15, 2021 (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 INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,893 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,893 | $63,321+223.6% | $68,791+197.8% | $77,904+163.0% |
| Participation rate | 92.8% | 71.1%+21.7pp | 69.0%+23.8pp | 73.7%+19.1pp |
| Annual return | -14.82% | -6.50%-8.3pp | -6.38%-8.4pp | 12.21%-27.0pp |
| Employer contribution / active EE | $6,821 | $2,794+144.2% | $2,655+156.9% | $2,848+139.5% |
| Participant deferral / active EE | $11,077 | $4,029+174.9% | $3,941+181.1% | $4,806+130.5% |
| Admin fee / account holder | $28 | $104-72.7% | $4,932-99.4% | $133-78.5% |