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 | $48,346 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,584 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,195 | $63,770+141.8% | $71,209+116.5% | $102,872+49.9% |
| Participation rate | 95.7% | 61.0%+34.7pp | 73.8%+22.0pp | 73.0%+22.7pp |
| Annual return | 18.62% | 16.01%+2.6pp | 282.51%-263.9pp | 19.06%-0.4pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $2,721-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $17,351 | $3,587+383.8% | $4,175+315.6% | $5,535+213.5% |
| Admin fee / account holder | $18 | $220-91.6% | $5,349-99.7% | $292-93.7% |