Filed November 29, 2016
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 | $4,732 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,876 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,658 | $55,415+4.0% | $155,509-62.9% | $74,495-22.6% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 11.09% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,279 | $2,267-43.6% | $4,672-72.6% | $2,623-51.2% |
| Participant deferral / active EE | $3,176 | $2,836+12.0% | $5,626-43.6% | $4,346-26.9% |
| Admin fee / account holder | $29 | $1,738-98.3% | $15,912-99.8% | $1,942-98.5% |