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 | $54,066 |
WITHUMSMITH+BROWN, PC4 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $20,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,430 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,603 | $101,317-46.1% | $146,958-62.8% | $74,495-26.7% |
| Participation rate | 92.5% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.3pp |
| Annual return | 9.45% | 8730.91%-8721.5pp | 418.34%-408.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,163 | $3,810-69.5% | $4,933-76.4% | $2,623-55.7% |
| Participant deferral / active EE | $6,721 | $7,303-8.0% | $8,070-16.7% | $4,346+54.7% |
| Admin fee / account holder | $91 | $1,739-94.8% | $12,998-99.3% | $1,942-95.3% |