Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $216,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,377 | $45,000-16.9% | $143,757-74.0% | $77,904-52.0% |
| Participation rate | 94.8% | 66.8%+28.0pp | 80.3%+14.5pp | 73.7%+21.1pp |
| Annual return | -15.35% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,668 | $1,870-10.8% | $4,951-66.3% | $2,848-41.4% |
| Participant deferral / active EE | $4,481 | $3,157+42.0% | $5,637-20.5% | $4,806-6.8% |
| Admin fee / account holder | $40 | $98-59.1% | $14,673-99.7% | $133-69.6% |