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 | $61,903 |
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 | $71,589 | $57,610+24.3% | $154,803-53.8% | $102,872-30.4% |
| Participation rate | 45.8% | 59.5%-13.7pp | 78.1%-32.3pp | 73.0%-27.2pp |
| Annual return | 19.74% | 30.49%-10.7pp | 58.88%-39.1pp | 19.06%+0.7pp |
| Employer contribution / active EE | $635 | $1,883-66.3% | $4,305-85.3% | $3,526-82.0% |
| Participant deferral / active EE | $2,176 | $2,914-25.3% | $5,540-60.7% | $5,535-60.7% |
| Admin fee / account holder | $35 | $368-90.4% | $14,329-99.8% | $292-87.9% |