Filed January 21, 2015 (most recent of 3 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 INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $72,600 |
GAS SOUTH LLC5 years Service code 27 · EIN 20-3608242 | Advisory (Plan) | $19,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,574 | $130,655-40.6% | $93,789-17.3% | $64,808+19.7% |
| Participation rate | 88.4% | 84.9%+3.5pp | 81.0%+7.4pp | 71.5%+16.9pp |
| Annual return | -15.90% | -14.04%-1.9pp | -11.33%-4.6pp | 32.82%-48.7pp |
| Employer contribution / active EE | $7,769 | $5,594+38.9% | $4,323+79.7% | $2,506+210.1% |
| Participant deferral / active EE | $6,417 | $8,067-20.5% | $6,094+5.3% | $4,310+48.9% |
| Admin fee / account holder | $133 | $140-5.3% | $7,195-98.2% | $188-29.3% |