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 | $994 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,090 | $59,339+8.0% | $149,673-57.2% | $103,482-38.1% |
| Participation rate | 95.7% | 70.2%+25.5pp | 78.8%+16.9pp | 73.3%+22.4pp |
| Annual return | 17.83% | 77.78%-59.9pp | 134.42%-116.6pp | 33.11%-15.3pp |
| Employer contribution / active EE | $3,492 | $2,178+60.3% | $4,818-27.5% | $3,208+8.9% |
| Participant deferral / active EE | $5,576 | $3,716+50.1% | $5,680-1.8% | $5,207+7.1% |
| Admin fee / account holder | $39 | $103-62.2% | $13,210-99.7% | $114-65.9% |