Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $803,745 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $320,046 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,790 | $151,876+22.3% | $113,168+64.2% | $117,739+57.8% |
| Participation rate | 98.4% | 92.5%+5.9pp | 76.6%+21.8pp | 76.6%+21.8pp |
| Annual return | 16.38% | 15.75%+0.6pp | 24.27%-7.9pp | 17.29%-0.9pp |
| Employer contribution / active EE | $6,229 | $4,598+35.5% | $2,975+109.4% | $3,746+66.3% |
| Participant deferral / active EE | $6,899 | $7,767-11.2% | $5,107+35.1% | $6,128+12.6% |
| Admin fee / account holder | $153 | $70+119.1% | $12,068-98.7% | $112+37.0% |