Filed December 17, 2020
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,883 | $100,923+22.7% | $150,045-17.4% | $74,304+66.7% |
| Participation rate | 72.4% | 70.1%+2.3pp | 82.3%-10.0pp | 60.3%+12.0pp |
| Annual return | 15.90% | 51.77%-35.9pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,435 | $3,463-29.7% | $4,693-48.1% | $2,241+8.7% |
| Participant deferral / active EE | $9,141 | $6,709+36.2% | $7,997+14.3% | $3,767+142.6% |
| Admin fee / account holder | $197 | $2,767-92.9% | $13,435-98.5% | $2,969-93.4% |