Filed November 15, 2021 (most recent of 3 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 |
|---|---|---|
Service code 99 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $40,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,538 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,637 | $95,274+90.6% | $135,903+33.7% | $74,419+144.1% |
| Participation rate | 95.7% | 78.2%+17.6pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 17.31% | 32.77%-15.5pp | 68.23%-50.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,855 | $3,874-26.3% | $4,856-41.2% | $2,637+8.3% |
| Participant deferral / active EE | $9,518 | $7,782+22.3% | $7,758+22.7% | $4,528+110.2% |
| Admin fee / account holder | $86 | $266-67.8% | $10,762-99.2% | $348-75.3% |