Filed September 13, 2019 (most recent of 2 filings on file)
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 Service code 15 · EIN 84-0467907 | Recordkeeping | $117,280 |
JANNEY MONTGOMERY SCOTT LLC8 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $63,543 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,359 | $53,136-42.9% | $155,509-80.5% | $199,593-84.8% |
| Participation rate | 91.3% | 64.1%+27.2pp | 78.2%+13.1pp | 72.0%+19.3pp |
| Annual return | 16.03% | 41.15%-25.1pp | 64.67%-48.6pp | 34.25%-18.2pp |
| Employer contribution / active EE | $1,227 | $1,851-33.7% | $4,672-73.7% | $3,034-59.6% |
| Participant deferral / active EE | $3,291 | $3,161+4.1% | $5,626-41.5% | $5,087-35.3% |
| Admin fee / account holder | $98 | $185-47.3% | $15,912-99.4% | $269-63.6% |