Filed September 1, 2015
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,618 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,920 | $92,971-44.2% | $96,683-46.3% | $74,419-30.2% |
| Participation rate | 95.0% | 71.5%+23.4pp | 74.3%+20.6pp | 70.7%+24.3pp |
| Annual return | 17.81% | 37.49%-19.7pp | 35.69%-17.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,811 | $3,426+11.2% | $3,737+2.0% | $2,637+44.5% |
| Participant deferral / active EE | $8,530 | $3,970+114.9% | $4,878+74.9% | $4,528+88.4% |
| Admin fee / account holder | $145 | $633-77.0% | $6,730-97.8% | $348-58.2% |