Filed April 5, 2018 (most recent of 3 filings on file)
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 LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,178 | $52,346+15.0% | $143,757-58.1% | $78,044-22.9% |
| Participation rate | 94.0% | 72.7%+21.3pp | 80.3%+13.7pp | 74.4%+19.5pp |
| Annual return | -15.16% | -14.19%-1.0pp | -0.04%-15.1pp | 10.87%-26.0pp |
| Employer contribution / active EE | $3,289 | $2,131+54.3% | $4,951-33.6% | $3,125+5.3% |
| Participant deferral / active EE | $5,279 | $3,800+38.9% | $5,637-6.4% | $5,084+3.8% |
| Admin fee / account holder | $41 | $63-36.1% | $14,673-99.7% | $79-48.6% |