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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,155 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,344 | $99,078-24.0% | $96,544-22.0% | $74,419+1.2% |
| Participation rate | 99.8% | 80.7%+19.1pp | 76.0%+23.8pp | 70.7%+29.1pp |
| Annual return | 18.76% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $3,786 | $2,570+47.3% | $2,965+27.7% | $2,637+43.6% |
| Participant deferral / active EE | $3,352 | $4,933-32.1% | $4,851-30.9% | $4,528-26.0% |
| Admin fee / account holder | $10 | $225-95.4% | $8,252-99.9% | $348-97.0% |