Filed October 7, 2024 (most recent of 3 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 INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $61,755 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,848 | $63,770+331.0% | $71,209+286.0% | $102,872+167.2% |
| Participation rate | 97.9% | 61.0%+36.9pp | 73.8%+24.2pp | 73.0%+24.9pp |
| Annual return | 15.50% | 16.01%-0.5pp | 282.51%-267.0pp | 19.06%-3.6pp |
| Employer contribution / active EE | $34,527 | $2,367+1358.8% | $2,721+1168.9% | $3,526+879.1% |
| Participant deferral / active EE | $0 | $3,587-100.0% | $4,175-100.0% | $5,535-100.0% |
| Admin fee / account holder | $21 | $220-90.4% | $5,349-99.6% | $292-92.8% |