Filed April 23, 2021 (most recent of 6 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 ANNUITY INS. CO. OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $1,728,200 |
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 | $126,130 | $121,719+3.6% | $154,803-18.5% | $140,769-10.4% |
| Participation rate | 66.8% | 76.3%-9.5pp | 78.1%-11.3pp | 74.2%-7.4pp |
| Annual return | 19.25% | 19.22%0pp | 58.88%-39.6pp | 16.82%+2.4pp |
| Employer contribution / active EE | $1,914 | $2,466-22.4% | $4,305-55.6% | $3,906-51.0% |
| Participant deferral / active EE | $6,264 | $5,384+16.3% | $5,540+13.1% | $6,717-6.7% |
| Admin fee / account holder | $53 | $71-25.7% | $14,329-99.6% | $229-77.1% |