Filed August 6, 2021
Total covered: 26 employees
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 E. ORCAHRD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,448 |
Annual investment return 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 | $18,067 | $53,136-66.0% | $155,509-88.4% | $199,593-90.9% |
| Participation rate | 86.0% | 64.1%+21.9pp | 78.2%+7.8pp | 72.0%+14.0pp |
| Annual return | 11.30% | 41.15%-29.9pp | 64.67%-53.4pp | 34.25%-23.0pp |
| Employer contribution / active EE | $613 | $1,851-66.9% | $4,672-86.9% | $3,034-79.8% |
| Participant deferral / active EE | $1,669 | $3,161-47.2% | $5,626-70.3% | $5,087-67.2% |
| Admin fee / account holder | $53 | $185-71.3% | $15,912-99.7% | $269-80.2% |