Filed December 27, 2019
Total covered: 6 employees
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 | $7,018 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,833 | $54,350+214.3% | $82,719+106.5% | $68,494+149.4% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.8pp | 67.9%+23.5pp |
| Annual return | -17.30% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $14,147 | $2,218+537.8% | $3,009+370.2% | $2,596+444.9% |
| Participant deferral / active EE | $12,694 | $3,246+291.1% | $4,395+188.8% | $4,027+215.2% |
| Admin fee / account holder | $61 | $4,395-98.6% | $5,329-98.9% | $5,403-98.9% |