Filed November 25, 2020
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 7-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 | $14,738 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,906 | $84,487-74.1% | $125,339-82.5% | $66,914-67.3% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.8pp | 69.8%+23.4pp |
| Annual return | -10.75% | -8.39%-2.4pp | 572.05%-582.8pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,324 | $3,553-34.6% | $4,814-51.7% | $2,544-8.7% |
| Participant deferral / active EE | $10,704 | $6,781+57.9% | $7,446+43.8% | $4,237+152.6% |
| Admin fee / account holder | $81 | $685-88.2% | $10,010-99.2% | $593-86.4% |