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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,783 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $35,191 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,458 | $44,897-23.3% | $84,966-59.4% | $199,593-82.7% |
| Participation rate | 20.2% | 45.7%-25.5pp | 67.5%-47.3pp | 72.0%-51.8pp |
| Annual return | 14.20% | 20.96%-6.8pp | 66.38%-52.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $381 | $1,365-72.1% | $2,727-86.0% | $3,034-87.5% |
| Participant deferral / active EE | $849 | $2,668-68.2% | $4,519-81.2% | $5,087-83.3% |
| Admin fee / account holder | $178 | $584-69.6% | $6,149-97.1% | $269-33.9% |