Filed October 4, 2021
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 | $24,878 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,745 | $113,016+208.6% | $103,476+237.0% | $74,495+368.1% |
| Participation rate | 96.2% | 80.8%+15.4pp | 80.5%+15.6pp | 67.2%+29.0pp |
| Annual return | 12.79% | 23.24%-10.5pp | 23.90%-11.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $10,651 | $4,881+118.2% | $4,672+128.0% | $2,623+306.1% |
| Participant deferral / active EE | $9,703 | $7,279+33.3% | $6,623+46.5% | $4,346+123.3% |
| Admin fee / account holder | $216 | $1,709-87.3% | $9,413-97.7% | $1,942-88.9% |