Filed January 26, 2023 (most recent of 5 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $109,133 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $70,209 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $48,610 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,414 | $100,227+104.9% | $169,993+20.8% | $74,419+176.0% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 15.85% | 66.08%-50.2pp | 53.37%-37.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $5,003 | $4,263+17.4% | $6,785-26.3% | $2,637+89.7% |
| Participant deferral / active EE | $8,539 | $7,143+19.6% | $10,408-18.0% | $4,528+88.6% |
| Admin fee / account holder | $226 | $234-3.6% | $12,815-98.2% | $348-35.0% |