Filed January 27, 2022 (most recent of 2 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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,124 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,333 | $49,451-0.2% | $79,550-38.0% | $66,914-26.3% |
| Participation rate | 88.8% | 61.3%+27.4pp | 69.5%+19.3pp | 69.8%+19.0pp |
| Annual return | -14.88% | 84.25%-99.1pp | 0.16%-15.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,126 | $1,266-11.0% | $2,413-53.3% | $2,544-55.7% |
| Participant deferral / active EE | $3,630 | $3,159+14.9% | $3,985-8.9% | $4,237-14.3% |
| Admin fee / account holder | $45 | $595-92.5% | $6,832-99.3% | $593-92.5% |