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 | $24,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,717 | $91,407-55.5% | $135,903-70.0% | $71,457-43.0% |
| Participation rate | 95.7% | 75.7%+20.1pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | 58.77% | 29.90%+28.9pp | 68.23%-9.5pp | 28.85%+29.9pp |
| Employer contribution / active EE | $3,013 | $3,703-18.6% | $4,856-37.9% | $2,588+16.5% |
| Participant deferral / active EE | $15,213 | $7,092+114.5% | $7,758+96.1% | $4,289+254.7% |
| Admin fee / account holder | $121 | $1,266-90.4% | $10,762-98.9% | $1,587-92.4% |