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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,251 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,808 | $53,136-23.2% | $155,509-73.8% | $199,593-79.6% |
| Participation rate | 95.9% | 64.1%+31.8pp | 78.2%+17.7pp | 72.0%+23.9pp |
| Annual return | 13.81% | 41.15%-27.3pp | 64.67%-50.9pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,200 | $1,851+18.9% | $4,672-52.9% | $3,034-27.5% |
| Participant deferral / active EE | $5,548 | $3,161+75.5% | $5,626-1.4% | $5,087+9.1% |
| Admin fee / account holder | $18 | $185-90.4% | $15,912-99.9% | $269-93.4% |