Filed July 20, 2018
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,081 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,995 | $92,971-45.1% | $96,683-47.3% | $74,419-31.5% |
| Participation rate | 96.5% | 71.5%+24.9pp | 74.3%+22.1pp | 70.7%+25.8pp |
| Annual return | 22.68% | 37.49%-14.8pp | 35.69%-13.0pp | 34.38%-11.7pp |
| Employer contribution / active EE | $1,776 | $3,426-48.2% | $3,737-52.5% | $2,637-32.7% |
| Participant deferral / active EE | $7,297 | $3,970+83.8% | $4,878+49.6% | $4,528+61.2% |
| Admin fee / account holder | $12 | $633-98.1% | $6,730-99.8% | $348-96.5% |