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 | $253,453 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $24,443 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $890 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $20 |
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 | $48,966 | $50,127-2.3% | $149,673-67.3% | $80,160-38.9% |
| Participation rate | 96.7% | 64.3%+32.4pp | 78.8%+18.0pp | 72.9%+23.8pp |
| Annual return | 18.61% | 29.82%-11.2pp | 134.42%-115.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $2,739 | $1,865+46.9% | $4,818-43.2% | $2,978-8.0% |
| Participant deferral / active EE | $4,047 | $3,194+26.7% | $5,680-28.8% | $5,017-19.3% |
| Admin fee / account holder | $100 | $153-34.6% | $13,210-99.2% | $145-31.1% |