Filed February 21, 2020 (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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $331,805 |
KPMG LLP8 years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $48,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,017 | $119,627+37.1% | $146,958+11.6% | $99,062+65.6% |
| Participation rate | 94.0% | 73.4%+20.6pp | 82.2%+11.9pp | 71.6%+22.4pp |
| Annual return | 16.52% | 28.82%-12.3pp | 418.34%-401.8pp | 17.66%-1.1pp |
| Employer contribution / active EE | $3,056 | $4,153-26.4% | $4,933-38.0% | $3,262-6.3% |
| Participant deferral / active EE | $10,158 | $7,997+27.0% | $8,070+25.9% | $5,331+90.5% |
| Admin fee / account holder | $38 | $150-74.4% | $12,998-99.7% | $109-64.9% |