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 | $55,884 |
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 | $63,326 | $53,136+19.2% | $155,509-59.3% | $199,593-68.3% |
| Participation rate | 49.6% | 64.1%-14.5pp | 78.2%-28.6pp | 72.0%-22.3pp |
| Annual return | 15.54% | 41.15%-25.6pp | 64.67%-49.1pp | 34.25%-18.7pp |
| Employer contribution / active EE | $728 | $1,851-60.7% | $4,672-84.4% | $3,034-76.0% |
| Participant deferral / active EE | $2,289 | $3,161-27.6% | $5,626-59.3% | $5,087-55.0% |
| Admin fee / account holder | $33 | $185-82.0% | $15,912-99.8% | $269-87.6% |