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 | $31,061 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,072 |
ASAE BUSINESS SERVICES7 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 | $38,028 | $56,317-32.5% | $71,209-46.6% | $74,304-48.8% |
| Participation rate | 54.1% | 55.1%-1.0pp | 73.8%-19.6pp | 60.3%-6.2pp |
| Annual return | 14.03% | 42.83%-28.8pp | 282.51%-268.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,510 | $2,160-30.1% | $2,721-44.5% | $2,241-32.6% |
| Participant deferral / active EE | $2,568 | $2,788-7.9% | $4,175-38.5% | $3,767-31.8% |
| Admin fee / account holder | $252 | $2,290-89.0% | $5,349-95.3% | $2,969-91.5% |