Filed January 29, 2020
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 | $25,167 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,875 | $51,315+133.6% | $95,745+25.2% | $71,457+67.8% |
| Participation rate | 90.2% | 63.0%+27.2pp | 72.3%+18.0pp | 67.9%+22.3pp |
| Annual return | 17.31% | 25.26%-8.0pp | 28.35%-11.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,023 | $1,819+121.2% | $2,835+41.9% | $2,588+55.5% |
| Participant deferral / active EE | $6,887 | $3,358+105.1% | $4,245+62.3% | $4,289+60.6% |
| Admin fee / account holder | $171 | $1,137-84.9% | $5,678-97.0% | $1,587-89.2% |