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 | $688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,880 | $57,281+236.7% | $86,612+122.7% | $75,163+156.6% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.3pp |
| Annual return | 19.67% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $14,016 | $2,314+505.6% | $3,022+363.7% | $2,670+425.0% |
| Participant deferral / active EE | $10,066 | $3,318+203.4% | $4,438+126.8% | $4,125+144.0% |
| Admin fee / account holder | $117 | $4,112-97.2% | $5,614-97.9% | $5,651-97.9% |