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 | $32,851 |
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 | $92,927 | $101,317-8.3% | $146,958-36.8% | $74,495+24.7% |
| Participation rate | 70.9% | 75.5%-4.6pp | 82.2%-11.3pp | 67.2%+3.7pp |
| Annual return | 18.34% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,936 | $3,810-49.2% | $4,933-60.8% | $2,623-26.2% |
| Participant deferral / active EE | $7,555 | $7,303+3.4% | $8,070-6.4% | $4,346+73.8% |
| Admin fee / account holder | $147 | $1,739-91.6% | $12,998-98.9% | $1,942-92.4% |