Filed January 25, 2021 (most recent of 2 filings on file)
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 4-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 | $13,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,758 | $46,292+37.7% | $143,757-55.6% | $64,808-1.6% |
| Participation rate | 94.7% | 64.2%+30.5pp | 80.3%+14.4pp | 71.5%+23.2pp |
| Annual return | -15.08% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,545 | $1,910+85.6% | $4,951-28.4% | $2,506+41.5% |
| Participant deferral / active EE | $5,266 | $2,646+99.0% | $5,637-6.6% | $4,310+22.2% |
| Admin fee / account holder | $152 | $154-0.8% | $14,673-99.0% | $188-18.8% |