Filed January 2, 2020
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 | $44,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,433 | $84,487-48.6% | $125,339-65.3% | $66,914-35.1% |
| Participation rate | 91.1% | 76.4%+14.7pp | 82.4%+8.7pp | 69.8%+21.3pp |
| Annual return | -11.99% | -8.39%-3.6pp | 572.05%-584.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,106 | $3,553-68.9% | $4,814-77.0% | $2,544-56.5% |
| Participant deferral / active EE | $6,031 | $6,781-11.1% | $7,446-19.0% | $4,237+42.4% |
| Admin fee / account holder | $132 | $685-80.8% | $10,010-98.7% | $593-77.8% |