Filed April 23, 2021 (most recent of 6 filings on file)
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $1,302,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,537 | $73,283+53.6% | $155,509-27.6% | $106,382+5.8% |
| Participation rate | 65.5% | 73.3%-7.8pp | 78.2%-12.7pp | 69.9%-4.4pp |
| Annual return | 14.66% | 15.77%-1.1pp | 64.67%-50.0pp | 17.37%-2.7pp |
| Employer contribution / active EE | $1,853 | $2,247-17.5% | $4,672-60.3% | $3,364-44.9% |
| Participant deferral / active EE | $5,933 | $4,580+29.5% | $5,626+5.5% | $5,569+6.5% |
| Admin fee / account holder | $42 | $56-24.4% | $15,912-99.7% | $79-46.5% |