Filed December 16, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,400 | $100,227+6.2% | $169,993-37.4% | $74,419+43.0% |
| Participation rate | 96.0% | 87.3%+8.7pp | 87.0%+9.0pp | 70.7%+25.3pp |
| Annual return | 19.70% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $5,892 | $4,263+38.2% | $6,785-13.2% | $2,637+123.4% |
| Participant deferral / active EE | $8,351 | $7,143+16.9% | $10,408-19.8% | $4,528+84.4% |
| Admin fee / account holder | $97 | $234-58.4% | $12,815-99.2% | $348-72.0% |