Filed January 5, 2023 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,471 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $81,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,596 | $131,799-26.0% | $200,582-51.3% | $85,563+14.1% |
| Participation rate | 97.1% | 87.9%+9.2pp | 86.9%+10.2pp | 66.0%+31.1pp |
| Annual return | 17.52% | 21.59%-4.1pp | 42.33%-24.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $4,113 | $4,532-9.2% | $6,419-35.9% | $2,654+55.0% |
| Participant deferral / active EE | $6,705 | $7,702-12.9% | $9,331-28.1% | $4,375+53.3% |
| Admin fee / account holder | $237 | $235+0.8% | $16,305-98.5% | $834-71.6% |