Filed October 15, 2024 (most recent of 3 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, CA 80111 | Investment Management | $2,885,706 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $10,951 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant communication; Shareholde... | $5,962 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,055 | $185,545+52.0% | $90,749+210.8% | $89,394+215.5% |
| Participation rate | 97.4% | 85.0%+12.3pp | 75.7%+21.7pp | 71.3%+26.1pp |
| Annual return | -11.17% | -13.56%+2.4pp | -12.16%+1.0pp | -11.89%+0.7pp |
| Employer contribution / active EE | $10,326 | $7,210+43.2% | $2,921+253.5% | $3,022+241.7% |
| Participant deferral / active EE | $14,330 | $9,550+50.0% | $4,564+214.0% | $5,123+179.7% |
| Admin fee / account holder | $79 | $100-20.8% | $8,445-99.1% | $79-0.2% |