Filed July 11, 2022
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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $21,466 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,958 | $59,417-27.7% | $93,606-54.1% | $74,495-42.3% |
| Participation rate | 93.1% | 59.7%+33.5pp | 68.7%+24.4pp | 67.2%+25.9pp |
| Annual return | 13.55% | 81.83%-68.3pp | 133.20%-119.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,611 | $1,264+27.5% | $2,420-33.4% | $2,623-38.6% |
| Participant deferral / active EE | $2,644 | $3,050-13.3% | $4,411-40.1% | $4,346-39.2% |
| Admin fee / account holder | $180 | $3,021-94.0% | $8,285-97.8% | $1,942-90.7% |