Filed April 18, 2017 (most recent of 5 filings on file)
Total covered: 274 employees
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 15 · EIN 84-0467907 | Recordkeeping | $69,869 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,890 | $112,686-60.2% | $169,993-73.6% | $80,160-44.0% |
| Participation rate | 95.7% | 87.4%+8.3pp | 87.0%+8.7pp | 72.9%+22.8pp |
| Annual return | 17.91% | 67.04%-49.1pp | 53.37%-35.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $1,990 | $4,481-55.6% | $6,785-70.7% | $2,978-33.2% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $27 | $99-72.8% | $12,815-99.8% | $145-81.4% |