Filed September 7, 2021 (most recent of 4 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 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,553 |
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 | $233,793 | $51,197+356.7% | $82,719+182.6% | $66,914+249.4% |
| Participation rate | 98.8% | 67.8%+31.0pp | 72.6%+26.2pp | 69.8%+29.0pp |
| Annual return | -13.91% | -9.64%-4.3pp | 701.18%-715.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $12,032 | $2,611+360.8% | $3,009+299.9% | $2,544+372.9% |
| Participant deferral / active EE | $15,189 | $3,458+339.3% | $4,395+245.6% | $4,237+258.5% |
| Admin fee / account holder | $217 | $416-47.8% | $5,329-95.9% | $593-63.4% |