Filed August 18, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,826 | $50,815-27.5% | $155,509-76.3% | $77,643-52.6% |
| Participation rate | 29.2% | 63.1%-33.9pp | 78.2%-49.0pp | 70.6%-41.4pp |
| Annual return | 20.97% | 34.80%-13.8pp | 64.67%-43.7pp | 31.24%-10.3pp |
| Employer contribution / active EE | $801 | $1,993-59.8% | $4,672-82.9% | $2,726-70.6% |
| Participant deferral / active EE | $1,436 | $2,822-49.1% | $5,626-74.5% | $4,647-69.1% |
| Admin fee / account holder | $99 | $437-77.4% | $15,912-99.4% | $430-77.1% |