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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $90,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,359 | $85,022+220.3% | $70,515+286.2% | $139,434+95.3% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.3%-68.3pp | 80.3%-80.3pp |
| Annual return | 15.93% | 30.38%-14.5pp | 32.77%-16.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,848,903 | $3,909+123946.9% | $2,973+162974.4% | $4,751+101965.2% |
| Participant deferral / active EE | $7,938,134 | $5,890+134664.8% | $4,567+173724.6% | $6,710+118199.6% |
| Admin fee / account holder | $275 | $8,906-96.9% | $6,412-95.7% | $11,403-97.6% |