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 | $325,938 |
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 | $47,941 | $53,136-9.8% | $155,509-69.2% | $199,593-76.0% |
| Participation rate | 98.4% | 64.1%+34.3pp | 78.2%+20.2pp | 72.0%+26.4pp |
| Annual return | 14.65% | 41.15%-26.5pp | 64.67%-50.0pp | 34.25%-19.6pp |
| Employer contribution / active EE | $2,609 | $1,851+41.0% | $4,672-44.2% | $3,034-14.0% |
| Participant deferral / active EE | $4,192 | $3,161+32.6% | $5,626-25.5% | $5,087-17.6% |
| Admin fee / account holder | $110 | $185-40.5% | $15,912-99.3% | $269-58.9% |