Filed November 20, 2018
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165,797 |
MMA SECURITIES LLC2 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $60,445 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,426 | $89,282+32.6% | $94,646+25.1% | $74,419+59.1% |
| Participation rate | 97.0% | 82.4%+14.6pp | 80.8%+16.1pp | 70.7%+26.2pp |
| Annual return | 19.76% | 25.96%-6.2pp | 156.71%-136.9pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,938 | $3,022+63.4% | $3,672+34.5% | $2,637+87.2% |
| Participant deferral / active EE | $10,862 | $8,425+28.9% | $7,418+46.4% | $4,528+139.9% |
| Admin fee / account holder | $258 | $219+17.8% | $7,231-96.4% | $348-25.9% |