Filed October 31, 2020 (most recent of 10 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 15 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,178 | $50,127-37.8% | $149,673-79.2% | $80,160-61.1% |
| Participation rate | 44.4% | 64.3%-19.9pp | 78.8%-34.4pp | 72.9%-28.6pp |
| Annual return | 12.87% | 29.82%-16.9pp | 134.42%-121.5pp | 40.38%-27.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,548 | $3,194-51.5% | $5,680-72.7% | $5,017-69.1% |
| Admin fee / account holder | $131 | $153-14.1% | $13,210-99.0% | $145-9.5% |