Filed February 2, 2017
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 | $119,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,143 | $102,872+142.2% | $100,534+147.8% | $102,872+142.2% |
| Participation rate | 98.4% | 73.0%+25.4pp | 80.6%+17.8pp | 73.0%+25.4pp |
| Annual return | 18.19% | 19.06%-0.9pp | 32.66%-14.5pp | 19.06%-0.9pp |
| Employer contribution / active EE | $12,311 | $3,526+249.1% | $4,346+183.2% | $3,526+249.1% |
| Participant deferral / active EE | $18,378 | $5,535+232.0% | $6,144+199.1% | $5,535+232.0% |
| Admin fee / account holder | $63 | $292-78.4% | $7,654-99.2% | $292-78.4% |