Filed January 19, 2024 (most recent of 2 filings on file)
Total covered: 9 employees
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 | $781 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,839 | $72,254-10.3% | $86,677-25.2% | $64,8080% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.0pp | 71.5%+28.1pp |
| Annual return | -16.91% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $9,054 | $2,393+278.4% | $2,836+219.2% | $2,506+261.3% |
| Participant deferral / active EE | $3,196 | $4,658-31.4% | $4,656-31.3% | $4,310-25.8% |
| Admin fee / account holder | $1 | $174-99.3% | $7,493-100.0% | $188-99.4% |