Filed February 1, 2018 (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 LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,740 | $47,126+7.7% | $149,673-66.1% | $74,419-31.8% |
| Participation rate | 94.6% | 63.4%+31.2pp | 78.8%+15.9pp | 70.7%+23.9pp |
| Annual return | 21.94% | 22.75%-0.8pp | 134.42%-112.5pp | 34.38%-12.4pp |
| Employer contribution / active EE | $2,136 | $1,905+12.1% | $4,818-55.7% | $2,637-19.0% |
| Participant deferral / active EE | $4,242 | $2,728+55.5% | $5,680-25.3% | $4,528-6.3% |
| Admin fee / account holder | $44 | $343-87.1% | $13,210-99.7% | $348-87.3% |