Filed January 27, 2022 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,556 | $54,701-27.7% | $86,188-54.1% | $71,457-44.6% |
| Participation rate | 93.2% | 60.1%+33.1pp | 69.0%+24.2pp | 67.9%+25.3pp |
| Annual return | 15.46% | 20.06%-4.6pp | 1168.45%-1153.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,237 | $1,265-2.2% | $2,380-48.0% | $2,588-52.2% |
| Participant deferral / active EE | $4,000 | $3,108+28.7% | $3,985+0.4% | $4,289-6.7% |
| Admin fee / account holder | $97 | $1,922-94.9% | $6,852-98.6% | $1,587-93.9% |