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 | Advisory (Participants) | $744,163 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $252,833 |
COWEN & COMPANY LLC2 years Filed as: COWEN & COMPANY Service code 50 · EIN 84-1702964 | Direct Payment | $10,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,567 | $106,087+15.5% | $86,677+41.4% | $78,044+57.0% |
| Participation rate | 96.6% | 89.6%+7.0pp | 76.6%+20.0pp | 74.4%+22.2pp |
| Annual return | -15.78% | -14.87%-0.9pp | 35.91%-51.7pp | 10.87%-26.7pp |
| Employer contribution / active EE | $4,756 | $4,110+15.7% | $2,836+67.7% | $3,125+52.2% |
| Participant deferral / active EE | $5,931 | $6,851-13.4% | $4,656+27.4% | $5,084+16.6% |
| Admin fee / account holder | $122 | $81+50.7% | $7,493-98.4% | $79+55.1% |