Filed December 17, 2020
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 | $27,327 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,991 | $84,487-26.6% | $125,339-50.5% | $66,914-7.4% |
| Participation rate | 77.8% | 76.4%+1.4pp | 82.4%-4.6pp | 69.8%+8.0pp |
| Annual return | -20.43% | -8.39%-12.0pp | 572.05%-592.5pp | 1.58%-22.0pp |
| Employer contribution / active EE | $2,308 | $3,553-35.1% | $4,814-52.1% | $2,544-9.3% |
| Participant deferral / active EE | $8,249 | $6,781+21.6% | $7,446+10.8% | $4,237+94.7% |
| Admin fee / account holder | $120 | $685-82.4% | $10,010-98.8% | $593-79.7% |