Filed February 9, 2023
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 | $51,545 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,188 | $119,446+26.6% | $150,045+0.8% | $85,563+76.7% |
| Participation rate | 96.7% | 75.4%+21.3pp | 82.3%+14.4pp | 66.0%+30.7pp |
| Annual return | 12.66% | 23.72%-11.1pp | 62.55%-49.9pp | 31.51%-18.9pp |
| Employer contribution / active EE | $4,485 | $4,078+10.0% | $4,693-4.4% | $2,654+69.0% |
| Participant deferral / active EE | $8,384 | $7,985+5.0% | $7,997+4.8% | $4,375+91.6% |
| Admin fee / account holder | $68 | $548-87.6% | $13,435-99.5% | $834-91.8% |