Filed January 6, 2021
Total covered: 42 employees
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 | $210,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,213 | $89,808+41.7% | $100,383+26.7% | $77,671+63.8% |
| Participation rate | 97.5% | 81.2%+16.3pp | 81.5%+16.0pp | 70.6%+26.9pp |
| Annual return | 14.07% | 20.62%-6.6pp | 49.26%-35.2pp | 31.21%-17.1pp |
| Employer contribution / active EE | $4,394 | $3,039+44.6% | $3,944+11.4% | $2,726+61.2% |
| Participant deferral / active EE | $8,745 | $8,284+5.6% | $8,086+8.2% | $4,648+88.1% |
| Admin fee / account holder | $223 | $174+28.2% | $7,900-97.2% | $430-48.1% |