Filed October 18, 2018 (most recent of 2 filings on file)
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 | $3,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,276 | $50,815+61.9% | $155,509-47.1% | $77,643+6.0% |
| Participation rate | 66.6% | 63.1%+3.5pp | 78.2%-11.6pp | 70.6%-4.0pp |
| Annual return | 13.64% | 34.80%-21.2pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,240 | $1,993+12.4% | $4,672-52.1% | $2,726-17.8% |
| Participant deferral / active EE | $2,759 | $2,822-2.2% | $5,626-51.0% | $4,647-40.6% |
| Admin fee / account holder | $1 | $437-99.7% | $15,912-100.0% | $430-99.7% |