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 | $69,121 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $37,998 |
Service code 13 430 W 7TH ST, STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $18,942 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,607 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $3,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,771 | $50,815-31.6% | $155,509-77.6% | $77,643-55.2% |
| Participation rate | 79.0% | 63.1%+15.9pp | 78.2%+0.8pp | 70.6%+8.4pp |
| Annual return | 33.98% | 34.80%-0.8pp | 64.67%-30.7pp | 31.24%+2.7pp |
| Employer contribution / active EE | $1,774 | $1,993-11.0% | $4,672-62.0% | $2,726-34.9% |
| Participant deferral / active EE | $3,230 | $2,822+14.5% | $5,626-42.6% | $4,647-30.5% |
| Admin fee / account holder | $266 | $437-39.0% | $15,912-98.3% | $430-38.1% |