Filed November 30, 2021 (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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,330 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $7,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,332 | $72,607+87.8% | $90,749+50.2% | $66,914+103.7% |
| Participation rate | 96.7% | 73.7%+23.1pp | 75.7%+21.0pp | 69.8%+26.9pp |
| Annual return | -17.45% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $4,705 | $2,369+98.6% | $2,921+61.1% | $2,544+84.9% |
| Participant deferral / active EE | $9,932 | $3,977+149.7% | $4,564+117.6% | $4,237+134.4% |
| Admin fee / account holder | $76 | $707-89.3% | $8,445-99.1% | $593-87.2% |