Filed January 25, 2017 (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 9-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 | $311,044 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $97,914 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,812 | $104,631-10.3% | $98,439-4.7% | $80,160+17.0% |
| Participation rate | 96.4% | 87.5%+8.9pp | 75.2%+21.3pp | 72.9%+23.5pp |
| Annual return | 16.29% | 34.72%-18.4pp | 21.16%-4.9pp | 40.38%-24.1pp |
| Employer contribution / active EE | $3,133 | $4,517-30.6% | $3,048+2.8% | $2,978+5.2% |
| Participant deferral / active EE | $10,086 | $6,545+54.1% | $4,738+112.9% | $5,017+101.0% |
| Admin fee / account holder | $75 | $105-28.9% | $8,948-99.2% | $145-48.6% |