Filed February 5, 2018 (most recent of 3 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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,093 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,141 | $66,457-44.1% | $81,382-54.4% | $77,643-52.2% |
| Participation rate | 90.6% | 68.7%+21.8pp | 69.5%+21.1pp | 70.6%+20.0pp |
| Annual return | 11.74% | 15.93%-4.2pp | 24.73%-13.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,465 | $2,159-32.1% | $2,463-40.5% | $2,726-46.2% |
| Participant deferral / active EE | $3,331 | $3,679-9.5% | $3,883-14.2% | $4,647-28.3% |
| Admin fee / account holder | $37 | $583-93.7% | $5,768-99.4% | $430-91.5% |