Filed January 11, 2025 (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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $149,087 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $61,484 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,731 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $294 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,715 | $88,890+8.8% | $102,423-5.6% | $77,643+24.6% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 13.29% | 24.98%-11.7pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,730 | $2,698+1.2% | $3,023-9.7% | $2,726+0.2% |
| Participant deferral / active EE | $9,636 | $5,145+87.3% | $5,053+90.7% | $4,647+107.3% |
| Admin fee / account holder | $255 | $235+8.3% | $9,451-97.3% | $430-40.8% |