Filed May 1, 2017 (most recent of 2 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 INS., CO. OF AMERIC Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $62,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,144 | $86,897+69.3% | $151,611-2.9% | $64,808+127.0% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.5%+11.7pp | 71.5%+27.7pp |
| Annual return | -15.29% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,097 | $4,010+2.2% | $6,166-33.6% | $2,506+63.5% |
| Participant deferral / active EE | $8,925 | $6,690+33.4% | $8,363+6.7% | $4,310+107.1% |
| Admin fee / account holder | $142 | $153-7.5% | $11,616-98.8% | $188-24.6% |