Filed March 19, 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,490 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,765 | $45,000-45.0% | $143,757-82.8% | $77,904-68.2% |
| Participation rate | 75.4% | 66.8%+8.6pp | 80.3%-4.9pp | 73.7%+1.7pp |
| Annual return | -15.17% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $2,225 | $1,870+19.0% | $4,951-55.1% | $2,848-21.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $58 | $98-40.7% | $14,673-99.6% | $133-55.9% |