Filed October 16, 2023 (most recent of 2 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,624 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $26,950 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $13,497 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,428 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,744 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,311 | $46,292-51.8% | $143,757-84.5% | $64,808-65.6% |
| Participation rate | 71.9% | 64.2%+7.7pp | 80.3%-8.4pp | 71.5%+0.4pp |
| Annual return | -20.42% | -10.05%-10.4pp | -0.04%-20.4pp | 32.82%-53.2pp |
| Employer contribution / active EE | $1,528 | $1,910-20.0% | $4,951-69.1% | $2,506-39.0% |
| Participant deferral / active EE | $2,748 | $2,646+3.9% | $5,637-51.2% | $4,310-36.2% |
| Admin fee / account holder | $247 | $154+61.0% | $14,673-98.3% | $188+31.8% |