Filed April 5, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $93,166 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,590 | $89,436-40.1% | $164,813-67.5% | $77,643-31.0% |
| Participation rate | 97.5% | 78.6%+18.9pp | 78.6%+18.9pp | 70.6%+26.9pp |
| Annual return | 15.92% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,909 | $2,569+13.2% | $4,341-33.0% | $2,726+6.7% |
| Participant deferral / active EE | $5,929 | $4,897+21.1% | $6,031-1.7% | $4,647+27.6% |
| Admin fee / account holder | $165 | $339-51.4% | $12,690-98.7% | $430-61.7% |