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 | $52,197 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $28,414 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $17,148 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,973 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,867 | $47,126-45.1% | $149,673-82.7% | $74,419-65.2% |
| Participation rate | 78.3% | 63.4%+14.9pp | 78.8%-0.5pp | 70.7%+7.6pp |
| Annual return | 17.08% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,736 | $1,905-8.9% | $4,818-64.0% | $2,637-34.2% |
| Participant deferral / active EE | $3,076 | $2,728+12.8% | $5,680-45.8% | $4,528-32.1% |
| Admin fee / account holder | $236 | $343-31.1% | $13,210-98.2% | $348-32.1% |