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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,397 | $50,127-25.4% | $149,673-75.0% | $80,160-53.3% |
| Participation rate | 92.0% | 64.3%+27.7pp | 78.8%+13.2pp | 72.9%+19.1pp |
| Annual return | 19.16% | 29.82%-10.7pp | 134.42%-115.3pp | 40.38%-21.2pp |
| Employer contribution / active EE | $2,317 | $1,865+24.2% | $4,818-51.9% | $2,978-22.2% |
| Participant deferral / active EE | $5,501 | $3,194+72.3% | $5,680-3.1% | $5,017+9.6% |
| Admin fee / account holder | $12 | $153-92.2% | $13,210-99.9% | $145-91.8% |