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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,496 | $102,553-40.0% | $151,611-59.4% | $66,914-8.1% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.2pp | 69.8%+26.9pp |
| Annual return | -7.16% | -10.82%+3.7pp | 3.33%-10.5pp | 1.58%-8.7pp |
| Employer contribution / active EE | $3,661 | $4,180-12.4% | $6,166-40.6% | $2,544+43.9% |
| Participant deferral / active EE | $5,273 | $6,641-20.6% | $8,363-36.9% | $4,237+24.5% |
| Admin fee / account holder | $249 | $630-60.4% | $11,616-97.9% | $593-58.0% |