Filed December 9, 2024
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $558,604 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $256,601 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,241 | $73,034-13.4% | $77,163-18.0% | $80,160-21.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 69.6%+30.4pp | 72.9%+27.1pp |
| Annual return | 25.71% | 18.56%+7.2pp | 37.87%-12.2pp | 40.38%-14.7pp |
| Employer contribution / active EE | $1,643 | $2,779-40.9% | $2,535-35.2% | $2,978-44.8% |
| Participant deferral / active EE | $3,975 | $4,140-4.0% | $3,833+3.7% | $5,017-20.8% |
| Admin fee / account holder | $192 | $104+85.4% | $5,472-96.5% | $145+32.7% |