Filed September 1, 2015
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,624 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,362 | $82,917-26.0% | $103,333-40.6% | $77,643-21.0% |
| Participation rate | 95.9% | 71.6%+24.3pp | 74.5%+21.4pp | 70.6%+25.3pp |
| Annual return | 17.06% | 19.13%-2.1pp | 24.88%-7.8pp | 31.24%-14.2pp |
| Employer contribution / active EE | $3,863 | $3,552+8.8% | $3,868-0.1% | $2,726+41.7% |
| Participant deferral / active EE | $8,971 | $4,108+118.4% | $5,057+77.4% | $4,647+93.0% |
| Admin fee / account holder | $153 | $638-76.0% | $8,355-98.2% | $430-64.4% |