Filed October 15, 2015
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 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $60,661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,595 | $45,000-34.2% | $143,757-79.4% | $77,904-62.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 80.3%+17.0pp | 73.7%+23.6pp |
| Annual return | -14.64% | 29.03%-43.7pp | -0.04%-14.6pp | 12.21%-26.8pp |
| Employer contribution / active EE | $2,252 | $1,870+20.4% | $4,951-54.5% | $2,848-20.9% |
| Participant deferral / active EE | $5,532 | $3,157+75.3% | $5,637-1.9% | $4,806+15.1% |
| Admin fee / account holder | $38 | $98-60.9% | $14,673-99.7% | $133-71.0% |