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 | $64,855 |
UNITED BENEFITS GROUP5 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $40,066 |
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 | $77,413 | $72,994+6.1% | $120,354-35.7% | $77,643-0.3% |
| Participation rate | 73.1% | 55.2%+17.8pp | 71.9%+1.1pp | 70.6%+2.5pp |
| Annual return | 13.56% | 18.23%-4.7pp | 107.15%-93.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,304 | $1,793+28.5% | $3,463-33.5% | $2,726-15.5% |
| Participant deferral / active EE | $4,197 | $3,011+39.4% | $4,991-15.9% | $4,647-9.7% |
| Admin fee / account holder | $123 | $658-81.3% | $9,423-98.7% | $430-71.4% |