Filed January 2, 2020 (most recent of 5 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 | $160,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,416 | $122,693-10.8% | $184,203-40.6% | $199,593-45.2% |
| Participation rate | 93.1% | 86.8%+6.3pp | 86.8%+6.2pp | 72.0%+21.1pp |
| Annual return | 15.78% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.5pp |
| Employer contribution / active EE | $4,714 | $4,584+2.8% | $6,427-26.7% | $3,034+55.4% |
| Participant deferral / active EE | $6,338 | $7,990-20.7% | $9,131-30.6% | $5,087+24.6% |
| Admin fee / account holder | $109 | $121-9.2% | $13,901-99.2% | $269-59.3% |