Filed July 1, 2024 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,211 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,721 | $91,762+32.6% | $67,502+80.3% | $77,643+56.8% |
| Participation rate | 98.1% | 75.9%+22.2pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.62% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $5,354 | $3,181+68.3% | $2,731+96.1% | $2,726+96.4% |
| Participant deferral / active EE | $6,479 | $3,903+66.0% | $4,000+62.0% | $4,647+39.4% |
| Admin fee / account holder | $54 | $176-69.6% | $3,998-98.7% | $430-87.6% |