Filed May 3, 2021 (most recent of 4 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, CO 80111 | Recordkeeping Fees | $288,266 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $23,921 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $960 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,382 | $45,000-28.0% | $143,757-77.5% | $77,904-58.4% |
| Participation rate | 97.4% | 66.8%+30.6pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -15.82% | 29.03%-44.8pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $2,602 | $1,870+39.2% | $4,951-47.4% | $2,848-8.6% |
| Participant deferral / active EE | $4,059 | $3,157+28.6% | $5,637-28.0% | $4,806-15.5% |
| Admin fee / account holder | $91 | $98-8.0% | $14,673-99.4% | $133-31.7% |