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 | $63,421 |
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 | $305,309 | $60,323+406.1% | $81,812+273.2% | $74,495+309.8% |
| Participation rate | 98.7% | 62.9%+35.9pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 13.14% | 16.90%-3.8pp | 773.79%-760.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $13,035 | $2,620+397.5% | $2,912+347.6% | $2,623+397.0% |
| Participant deferral / active EE | $16,521 | $3,387+387.7% | $4,319+282.6% | $4,346+280.2% |
| Admin fee / account holder | $240 | $1,486-83.8% | $7,386-96.7% | $1,942-87.6% |