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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,445 |
RPA FINANCIAL LLC3 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $49,360 |
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 | $48,035 | $99,078-51.5% | $96,544-50.2% | $74,419-35.5% |
| Participation rate | 97.2% | 80.7%+16.5pp | 76.0%+21.2pp | 70.7%+26.5pp |
| Annual return | 16.00% | 22.48%-6.5pp | 25.84%-9.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $716 | $2,570-72.1% | $2,965-75.8% | $2,637-72.8% |
| Participant deferral / active EE | $5,510 | $4,933+11.7% | $4,851+13.6% | $4,528+21.7% |
| Admin fee / account holder | $129 | $225-42.6% | $8,252-98.4% | $348-62.9% |