Filed December 2, 2022 (most recent of 2 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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,840 |
Service code 27 312 WALNUT ST · CINCINNATI, OH 45202 | Advisory (Plan) | $45,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,357 | $108,549-49.0% | $156,263-64.6% | $85,563-35.3% |
| Participation rate | 94.4% | 77.1%+17.3pp | 78.9%+15.5pp | 66.0%+28.4pp |
| Annual return | 14.50% | 21.79%-7.3pp | 59.47%-45.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,838 | $2,690+5.5% | $4,333-34.5% | $2,654+7.0% |
| Participant deferral / active EE | $4,869 | $4,800+1.4% | $6,158-20.9% | $4,375+11.3% |
| Admin fee / account holder | $242 | $650-62.8% | $14,255-98.3% | $834-71.0% |