Filed October 18, 2022 (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 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,524 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,527 | $76,173-14.0% | $81,382-19.5% | $199,593-67.2% |
| Participation rate | 95.2% | 76.3%+19.0pp | 69.5%+25.7pp | 72.0%+23.2pp |
| Annual return | 18.58% | 15.59%+3.0pp | 24.73%-6.1pp | 34.25%-15.7pp |
| Employer contribution / active EE | $2,412 | $2,792-13.6% | $2,463-2.1% | $3,034-20.5% |
| Participant deferral / active EE | $4,455 | $4,201+6.0% | $3,883+14.7% | $5,087-12.4% |
| Admin fee / account holder | $77 | $146-47.4% | $5,768-98.7% | $269-71.4% |