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 | $1,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,966 | $58,208+274.5% | $81,812+166.4% | $80,856+169.6% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 14.21% | 41.66%-27.4pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $17,532 | $2,340+649.2% | $2,912+502.0% | $2,755+536.4% |
| Participant deferral / active EE | $10,915 | $3,281+232.7% | $4,319+152.7% | $4,296+154.1% |
| Admin fee / account holder | $76 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |