Filed April 22, 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 Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Direct Payment | $381,534 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,332 | $136,266+85.9% | $90,749+179.2% | $77,904+225.2% |
| Participation rate | 96.7% | 86.6%+10.0pp | 75.7%+21.0pp | 73.7%+23.0pp |
| Annual return | -2.60% | -11.32%+8.7pp | -12.16%+9.6pp | 12.21%-14.8pp |
| Employer contribution / active EE | $3,735 | $4,215-11.4% | $2,921+27.9% | $2,848+31.2% |
| Participant deferral / active EE | $8,362 | $6,353+31.6% | $4,564+83.2% | $4,806+74.0% |
| Admin fee / account holder | $204 | $399-48.9% | $8,445-97.6% | $133+53.6% |