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 | $70,382 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 · EIN 84-0965407 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,019 | $50,815+77.2% | $155,509-42.1% | $77,643+15.9% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 190.74% | 34.80%+155.9pp | 64.67%+126.1pp | 31.24%+159.5pp |
| Employer contribution / active EE | $2,310 | $1,993+15.9% | $4,672-50.6% | $2,726-15.2% |
| Participant deferral / active EE | $4,563 | $2,822+61.7% | $5,626-18.9% | $4,647-1.8% |
| Admin fee / account holder | $64 | $437-85.3% | $15,912-99.6% | $430-85.1% |