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 | $78 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $3,968 | $122,239-96.8% | $184,203-97.8% | $74,495-94.7% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 28.81%-28.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $2,477 | $4,537-45.4% | $6,427-61.5% | $2,623-5.6% |
| Participant deferral / active EE | $1,598 | $7,139-77.6% | $9,131-82.5% | $4,346-63.2% |
| Admin fee / account holder | $1 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |