Filed November 26, 2021 (most recent of 5 filings on file)
Total covered: 68 employees
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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,819 | $131,799+44.8% | $200,582-4.9% | $85,563+123.0% |
| Participation rate | 94.1% | 87.9%+6.2pp | 86.9%+7.2pp | 66.0%+28.1pp |
| Annual return | 15.23% | 21.59%-6.4pp | 42.33%-27.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $5,307 | $4,532+17.1% | $6,419-17.3% | $2,654+100.0% |
| Participant deferral / active EE | $8,135 | $7,702+5.6% | $9,331-12.8% | $4,375+85.9% |
| Admin fee / account holder | $142 | $235-39.7% | $16,305-99.1% | $834-83.0% |