Filed December 17, 2015
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,339 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $22,535 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,104 | $34,242-41.3% | $76,523-73.7% | $75,289-73.3% |
| Participation rate | 13.7% | 43.9%-30.2pp | 68.0%-54.3pp | 72.4%-58.7pp |
| Annual return | -6.12% | -0.98%-5.1pp | -0.27%-5.9pp | -0.04%-6.1pp |
| Employer contribution / active EE | $214 | $975-78.0% | $2,647-91.9% | $2,405-91.1% |
| Participant deferral / active EE | $480 | $1,872-74.4% | $3,835-87.5% | $3,739-87.2% |
| Admin fee / account holder | $138 | $112+23.7% | $4,848-97.1% | $102+35.3% |