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 | $1,562 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,824 | $54,705+376.8% | $71,209+266.3% | $84,808+207.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.25% | 35.90%-17.6pp | 282.51%-264.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $18,680 | $2,158+765.7% | $2,721+586.5% | $2,631+610.0% |
| Participant deferral / active EE | $12,225 | $3,030+303.4% | $4,175+192.8% | $4,212+190.3% |
| Admin fee / account holder | $12 | $4,863-99.8% | $5,349-99.8% | $7,344-99.8% |