Filed February 1, 2018
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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,852 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,980 |
ASAE BUSINESS SERVICES6 years Service code 99 1575 I ST NW · WASHINGTON, DC 20005 | Other Fees | $1,200 |
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 | $34,113 | $60,323-43.5% | $81,812-58.3% | $74,495-54.2% |
| Participation rate | 47.2% | 62.9%-15.7pp | 72.3%-25.2pp | 67.2%-20.0pp |
| Annual return | 14.31% | 16.90%-2.6pp | 773.79%-759.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,274 | $2,620-51.4% | $2,912-56.3% | $2,623-51.4% |
| Participant deferral / active EE | $2,483 | $3,387-26.7% | $4,319-42.5% | $4,346-42.9% |
| Admin fee / account holder | $230 | $1,486-84.5% | $7,386-96.9% | $1,942-88.2% |