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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,784 | $101,317-52.8% | $146,958-67.5% | $74,495-35.9% |
| Participation rate | 96.1% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 24.21% | 8730.91%-8706.7pp | 418.34%-394.1pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $4,238 | $3,810+11.2% | $4,933-14.1% | $2,623+61.6% |
| Participant deferral / active EE | $14,282 | $7,303+95.6% | $8,070+77.0% | $4,346+228.6% |
| Admin fee / account holder | $143 | $1,739-91.7% | $12,998-98.9% | $1,942-92.6% |