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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,862 |
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $34,957 |
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 | $67,957 | $57,739+17.7% | $112,229-39.4% | $74,419-8.7% |
| Participation rate | 74.1% | 55.6%+18.5pp | 72.4%+1.6pp | 70.7%+3.3pp |
| Annual return | 18.67% | 19.52%-0.9pp | 30.20%-11.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,176 | $1,675+29.9% | $3,430-36.6% | $2,637-17.5% |
| Participant deferral / active EE | $3,832 | $2,891+32.5% | $4,798-20.1% | $4,528-15.4% |
| Admin fee / account holder | $112 | $462-75.8% | $7,748-98.6% | $348-67.9% |