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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 99 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $48,823 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,401 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,026 | $106,028+90.5% | $146,958+37.5% | $77,643+160.2% |
| Participation rate | 95.2% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 14.53% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,047 | $4,063-25.0% | $4,933-38.2% | $2,726+11.8% |
| Participant deferral / active EE | $10,344 | $7,990+29.5% | $8,070+28.2% | $4,647+122.6% |
| Admin fee / account holder | $158 | $337-53.2% | $12,998-98.8% | $430-63.3% |