Filed January 9, 2025 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,204 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $616 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,634 | $132,049-93.5% | $200,582-95.7% | $74,304-88.4% |
| Participation rate | 93.6% | 84.1%+9.6pp | 86.9%+6.7pp | 60.3%+33.3pp |
| Annual return | 26.07% | 22.22%+3.9pp | 42.33%-16.3pp | 29.43%-3.4pp |
| Employer contribution / active EE | $2,511 | $4,558-44.9% | $6,419-60.9% | $2,241+12.1% |
| Participant deferral / active EE | $2,047 | $7,213-71.6% | $9,331-78.1% | $3,767-45.7% |
| Admin fee / account holder | $12 | $2,405-99.5% | $16,305-99.9% | $2,969-99.6% |