Filed November 6, 2018
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 INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $225,112 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,418 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,567 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,535 | $110,282-54.2% | $102,438-50.7% | $199,768-74.7% |
| Participation rate | 98.2% | 86.3%+12.0pp | 76.5%+21.7pp | 72.0%+26.2pp |
| Annual return | 15.18% | 35.75%-20.6pp | 29.37%-14.2pp | 34.26%-19.1pp |
| Employer contribution / active EE | $1,468 | $3,603-59.3% | $3,024-51.5% | $3,037-51.7% |
| Participant deferral / active EE | $6,324 | $6,376-0.8% | $5,054+25.1% | $5,090+24.3% |
| Admin fee / account holder | $54 | $122-55.9% | $9,448-99.4% | $269-79.9% |