Filed August 31, 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 15 · EIN 84-0467907 | Recordkeeping | $71,805 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,776 | $122,186-15.9% | $146,958-30.1% | $199,593-48.5% |
| Participation rate | 87.9% | 78.3%+9.7pp | 82.2%+5.8pp | 72.0%+16.0pp |
| Annual return | 14.34% | 30.56%-16.2pp | 418.34%-404.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $9,513 | $8,502+11.9% | $8,070+17.9% | $5,087+87.0% |
| Admin fee / account holder | $42 | $179-76.5% | $12,998-99.7% | $269-84.4% |