Filed March 19, 2018 (most recent of 3 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,158 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,706 | $122,239+13.5% | $184,203-24.7% | $74,495+86.2% |
| Participation rate | 97.7% | 85.5%+12.3pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 15.95% | 19.95%-4.0pp | 28.81%-12.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,187 | $4,537-51.8% | $6,427-66.0% | $2,623-16.6% |
| Participant deferral / active EE | $8,035 | $7,139+12.6% | $9,131-12.0% | $4,346+84.9% |
| Admin fee / account holder | $90 | $1,260-92.9% | $13,901-99.4% | $1,942-95.4% |