Filed May 1, 2017 (most recent of 2 filings on file)
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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.
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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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,473 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,477 | $131,799+48.3% | $200,582-2.5% | $85,563+128.5% |
| Participation rate | 95.4% | 87.9%+7.5pp | 86.9%+8.5pp | 66.0%+29.4pp |
| Annual return | 16.06% | 21.59%-5.5pp | 42.33%-26.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $4,324 | $4,532-4.6% | $6,419-32.6% | $2,654+63.0% |
| Participant deferral / active EE | $9,074 | $7,702+17.8% | $9,331-2.8% | $4,375+107.4% |
| Admin fee / account holder | $183 | $235-22.4% | $16,305-98.9% | $834-78.1% |