Filed January 26, 2023 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $1,125 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,091 | $76,050-71.0% | $96,544-77.1% | $71,457-69.1% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+19.9pp | 67.9%+27.9pp |
| Annual return | 23.26% | 22.81%+0.4pp | 25.84%-2.6pp | 28.85%-5.6pp |
| Employer contribution / active EE | $2,013 | $2,244-10.3% | $2,965-32.1% | $2,588-22.2% |
| Participant deferral / active EE | $4,099 | $4,215-2.8% | $4,851-15.5% | $4,289-4.4% |
| Admin fee / account holder | $12 | $2,707-99.5% | $8,252-99.9% | $1,587-99.2% |