Filed October 9, 2020 (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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $116,561 |
STIFEL NICOLAUS & CO INC4 years Service code 26 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $71,995 |
Service code 99 4145 EMBASSY DR SE · GRAND RAPIDS, MI 49546 | Other Fees | $10,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,569 | $76,173+5.8% | $81,382-1.0% | $199,593-59.6% |
| Participation rate | 98.4% | 76.3%+22.2pp | 69.5%+29.0pp | 72.0%+26.5pp |
| Annual return | 22.94% | 15.59%+7.3pp | 24.73%-1.8pp | 34.25%-11.3pp |
| Employer contribution / active EE | $4,813 | $2,792+72.4% | $2,463+95.4% | $3,034+58.6% |
| Participant deferral / active EE | $4,717 | $4,201+12.3% | $3,883+21.5% | $5,087-7.3% |
| Admin fee / account holder | $156 | $146+7.1% | $5,768-97.3% | $269-41.8% |