Filed August 12, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,955 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,999 | $50,815+124.3% | $155,509-26.7% | $77,643+46.8% |
| Participation rate | 70.1% | 63.1%+7.0pp | 78.2%-8.1pp | 70.6%-0.5pp |
| Annual return | 14.72% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $4,659 | $1,993+133.8% | $4,672-0.3% | $2,726+70.9% |
| Participant deferral / active EE | $6,846 | $2,822+142.6% | $5,626+21.7% | $4,647+47.3% |
| Admin fee / account holder | $151 | $437-65.5% | $15,912-99.1% | $430-65.0% |