Filed October 24, 2022 (most recent of 2 filings on file)
Total covered: 85 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 9-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 | $170,490 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,878 | $2,679,533-94.8% | $164,813-15.1% | $199,593-29.9% |
| Participation rate | 98.4% | 78.3%+20.0pp | 78.6%+19.8pp | 72.0%+26.4pp |
| Annual return | 13.98% | 17.93%-3.9pp | 69.93%-55.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $6,084 | $2,970+104.8% | $4,341+40.1% | $3,034+100.5% |
| Participant deferral / active EE | $6,710 | $5,010+34.0% | $6,031+11.3% | $5,087+31.9% |
| Admin fee / account holder | $51 | $1,982-97.4% | $12,690-99.6% | $269-80.9% |