Filed February 8, 2021 (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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,571 |
UNITED BENEFITS GROUP6 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $45,165 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,316 | $216,711-57.9% | $136,749-33.2% | $85,563+6.7% |
| Participation rate | 71.4% | 51.7%+19.7pp | 72.1%-0.7pp | 66.0%+5.5pp |
| Annual return | 16.10% | 15.26%+0.8pp | 24.33%-8.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,252 | $1,660+35.7% | $3,400-33.8% | $2,654-15.1% |
| Participant deferral / active EE | $4,123 | $2,635+56.5% | $4,692-12.1% | $4,375-5.8% |
| Admin fee / account holder | $132 | $1,223-89.2% | $11,386-98.8% | $834-84.1% |