Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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 15 · EIN 84-0467907 | Recordkeeping | $1,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,678 | $71,883+9.5% | $86,677-9.2% | $68,494+14.9% |
| Participation rate | 61.7% | 72.2%-10.5pp | 76.6%-14.8pp | 67.9%-6.2pp |
| Annual return | -11.87% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $957 | $2,173-55.9% | $2,836-66.3% | $2,596-63.1% |
| Participant deferral / active EE | $4,216 | $3,779+11.6% | $4,656-9.4% | $4,027+4.7% |
| Admin fee / account holder | $16 | $6,112-99.7% | $7,493-99.8% | $5,403-99.7% |