Filed March 29, 2021
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 5-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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,963 |
PENTEGRA SERVICES, INC.4+ years Service code 13 · EIN 11-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $12,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,112 | $122,239-34.5% | $184,203-56.5% | $74,495+7.5% |
| Participation rate | 94.7% | 85.5%+9.2pp | 86.8%+7.9pp | 67.2%+27.5pp |
| Annual return | 14.54% | 19.95%-5.4pp | 28.81%-14.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,376 | $4,537-25.6% | $6,427-47.5% | $2,623+28.7% |
| Participant deferral / active EE | $5,317 | $7,139-25.5% | $9,131-41.8% | $4,346+22.4% |
| Admin fee / account holder | $231 | $1,260-81.7% | $13,901-98.3% | $1,942-88.1% |