Filed November 27, 2015 (most recent of 3 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 8-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 15 · EIN 84-0467907 | Recordkeeping | $480,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,139 | $53,136+64.0% | $155,509-44.0% | $199,593-56.3% |
| Participation rate | 93.0% | 64.1%+28.9pp | 78.2%+14.8pp | 72.0%+21.0pp |
| Annual return | 22.44% | 41.15%-18.7pp | 64.67%-42.2pp | 34.25%-11.8pp |
| Employer contribution / active EE | $2,857 | $1,851+54.3% | $4,672-38.9% | $3,034-5.8% |
| Participant deferral / active EE | $4,796 | $3,161+51.7% | $5,626-14.8% | $5,087-5.7% |
| Admin fee / account holder | $105 | $185-43.1% | $15,912-99.3% | $269-60.8% |