Filed March 19, 2018 (most recent of 3 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $12,402 |
Service code 33 · EIN 91-1737782 | Securities brokerage | $61 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,393 | $130,194+7.1% | $169,993-18.0% | $71,457+95.1% |
| Participation rate | 96.9% | 86.1%+10.7pp | 87.0%+9.9pp | 67.9%+28.9pp |
| Annual return | 17.14% | 20.37%-3.2pp | 53.37%-36.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,090 | $4,381-52.3% | $6,785-69.2% | $2,588-19.2% |
| Participant deferral / active EE | $7,909 | $6,923+14.2% | $10,408-24.0% | $4,289+84.4% |
| Admin fee / account holder | $83 | $966-91.4% | $12,815-99.4% | $1,587-94.8% |