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 | $38,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,269 | $100,923-38.3% | $150,045-58.5% | $74,304-16.2% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.1pp | 60.3%+37.0pp |
| Annual return | 25.93% | 51.77%-25.8pp | 62.55%-36.6pp | 29.43%-3.5pp |
| Employer contribution / active EE | $2,693 | $3,463-22.2% | $4,693-42.6% | $2,241+20.2% |
| Participant deferral / active EE | $14,905 | $6,709+122.1% | $7,997+86.4% | $3,767+295.6% |
| Admin fee / account holder | $167 | $2,767-93.9% | $13,435-98.8% | $2,969-94.4% |