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 | $131,799-43.7% | $200,582-63.0% | $85,563-13.3% |
| Participation rate | 97.5% | 87.9%+9.6pp | 86.9%+10.7pp | 66.0%+31.6pp |
| Annual return | 18.20% | 21.59%-3.4pp | 42.33%-24.1pp | 31.51%-13.3pp |
| Employer contribution / active EE | $3,325 | $4,532-26.6% | $6,419-48.2% | $2,654+25.3% |
| Participant deferral / active EE | $6,457 | $7,702-16.2% | $9,331-30.8% | $4,375+47.6% |
| Admin fee / account holder | $240 | $235+1.9% | $16,305-98.5% | $834-71.3% |