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 | $20,157 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,246 | $95,880-41.3% | $107,525-47.7% | $85,563-34.3% |
| Participation rate | 80.7% | 70.1%+10.6pp | 75.1%+5.7pp | 66.0%+14.8pp |
| Annual return | 20.29% | 68.06%-47.8pp | 181.32%-161.0pp | 31.51%-11.2pp |
| Employer contribution / active EE | $1,394 | $3,812-63.4% | $3,754-62.9% | $2,654-47.5% |
| Participant deferral / active EE | $6,005 | $4,201+42.9% | $5,116+17.4% | $4,375+37.2% |
| Admin fee / account holder | $48 | $1,025-95.4% | $8,919-99.5% | $834-94.3% |