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 | $35,401 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,642 | $79,013+104.6% | $100,391+61.0% | $74,495+117.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 23.43% | 20.41%+3.0pp | 49.20%-25.8pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $11,136 | $3,021+268.6% | $3,942+182.5% | $2,623+324.5% |
| Participant deferral / active EE | $14,348 | $7,760+84.9% | $8,082+77.5% | $4,346+230.2% |
| Admin fee / account holder | $249 | $1,320-81.2% | $7,899-96.9% | $1,942-87.2% |