Filed February 2, 2017
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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 | $75,019 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $47,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,018 | $188,991+8.5% | $103,476+98.1% | $199,593+2.7% |
| Participation rate | 97.8% | 93.2%+4.6pp | 80.5%+17.3pp | 72.0%+25.8pp |
| Annual return | 15.71% | 15.75%0pp | 23.90%-8.2pp | 34.25%-18.5pp |
| Employer contribution / active EE | $9,695 | $6,583+47.3% | $4,672+107.5% | $3,034+219.5% |
| Participant deferral / active EE | $16,341 | $10,334+58.1% | $6,623+146.7% | $5,087+221.2% |
| Admin fee / account holder | $93 | $114-18.6% | $9,413-99.0% | $269-65.3% |