Filed July 26, 2022 (most recent of 2 filings on file)
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.
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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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,632 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,691 | $122,239-38.1% | $184,203-58.9% | $74,495+1.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.96% | 19.95%-7.0pp | 28.81%-15.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,357 | $4,537-4.0% | $6,427-32.2% | $2,623+66.1% |
| Participant deferral / active EE | $6,631 | $7,139-7.1% | $9,131-27.4% | $4,346+52.6% |
| Admin fee / account holder | $213 | $1,260-83.1% | $13,901-98.5% | $1,942-89.0% |