Filed February 22, 2023 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,720 | $54,701+12.8% | $86,188-28.4% | $71,457-13.6% |
| Participation rate | 84.4% | 60.1%+24.2pp | 69.0%+15.4pp | 67.9%+16.4pp |
| Annual return | 11.02% | 20.06%-9.0pp | 1168.45%-1157.4pp | 28.85%-17.8pp |
| Employer contribution / active EE | $1,702 | $1,265+34.5% | $2,380-28.5% | $2,588-34.2% |
| Participant deferral / active EE | $4,480 | $3,108+44.1% | $3,985+12.4% | $4,289+4.5% |
| Admin fee / account holder | $11 | $1,922-99.4% | $6,852-99.8% | $1,587-99.3% |