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 | $29,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,381 | $69,477+68.9% | $94,646+24.0% | $71,457+64.3% |
| Participation rate | 94.8% | 78.4%+16.4pp | 80.8%+14.0pp | 67.9%+26.9pp |
| Annual return | 18.12% | 29.66%-11.5pp | 156.71%-138.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $10,952 | $2,853+283.8% | $3,672+198.2% | $2,588+323.2% |
| Participant deferral / active EE | $12,656 | $7,345+72.3% | $7,418+70.6% | $4,289+195.1% |
| Admin fee / account holder | $191 | $1,210-84.2% | $7,231-97.4% | $1,587-88.0% |