Filed March 5, 2021 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,529 |
RPA FINANCIAL LLC2 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,044 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,671 | $72,254-18.8% | $86,677-32.3% | $64,808-9.5% |
| Participation rate | 92.3% | 80.4%+11.8pp | 76.6%+15.7pp | 71.5%+20.8pp |
| Annual return | -14.63% | 392.42%-407.1pp | 35.91%-50.5pp | 32.82%-47.5pp |
| Employer contribution / active EE | $671 | $2,393-72.0% | $2,836-76.3% | $2,506-73.2% |
| Participant deferral / active EE | $5,161 | $4,658+10.8% | $4,656+10.9% | $4,310+19.7% |
| Admin fee / account holder | $187 | $174+7.3% | $7,493-97.5% | $188-0.6% |