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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,422 | $331,159-68.8% | $112,887-8.4% | $74,419+39.0% |
| Participation rate | 83.4% | 81.4%+2.0pp | 80.5%+2.9pp | 70.7%+12.6pp |
| Annual return | 19.40% | 21.62%-2.2pp | 34.10%-14.7pp | 34.38%-15.0pp |
| Employer contribution / active EE | $7,921 | $5,469+44.8% | $4,563+73.6% | $2,637+200.3% |
| Participant deferral / active EE | $6,237 | $8,097-23.0% | $6,513-4.2% | $4,528+37.7% |
| Admin fee / account holder | $52 | $281-81.3% | $7,047-99.3% | $348-84.9% |