Filed November 27, 2024
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,882 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,221 | $88,634+120.3% | $101,326+92.7% | $74,304+162.7% |
| Participation rate | 99.4% | 76.9%+22.5pp | 81.5%+17.9pp | 60.3%+39.0pp |
| Annual return | 18.28% | 33.10%-14.8pp | 36.82%-18.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $11,779 | $2,930+302.0% | $3,665+221.4% | $2,241+425.6% |
| Participant deferral / active EE | $15,907 | $7,322+117.3% | $7,994+99.0% | $3,767+322.2% |
| Admin fee / account holder | $268 | $2,425-88.9% | $11,185-97.6% | $2,969-91.0% |