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 15 · EIN 84-0467907 | Recordkeeping | $53,085 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,029 | $58,264+353.2% | $86,612+204.8% | $71,457+269.5% |
| Participation rate | 98.7% | 65.0%+33.7pp | 71.7%+27.0pp | 67.9%+30.8pp |
| Annual return | 17.50% | 21.63%-4.1pp | 591.07%-573.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $9,199 | $2,574+257.4% | $3,022+204.4% | $2,588+255.5% |
| Participant deferral / active EE | $16,583 | $3,436+382.6% | $4,438+273.7% | $4,289+286.7% |
| Admin fee / account holder | $198 | $1,057-81.3% | $5,614-96.5% | $1,587-87.5% |