Filed April 29, 2024 (most recent of 4 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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,199 | $130,224-43.0% | $197,124-62.4% | $79,634-6.8% |
| Participation rate | 97.5% | 87.8%+9.7pp | 86.7%+10.8pp | 62.5%+35.0pp |
| Annual return | 18.20% | 23.65%-5.5pp | 44.34%-26.1pp | 36.46%-18.3pp |
| Employer contribution / active EE | $3,325 | $4,314-22.9% | $6,227-46.6% | $2,529+31.5% |
| Participant deferral / active EE | $6,457 | $7,378-12.5% | $9,135-29.3% | $3,835+68.4% |
| Admin fee / account holder | $240 | $254-5.9% | $16,298-98.5% | $1,002-76.1% |