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) | $738,068 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $332,536 |
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 | $159,354 | $159,3910% | $102,423+55.6% | $99,062+60.9% |
| Participation rate | 98.3% | 88.6%+9.8pp | 76.5%+21.8pp | 71.6%+26.7pp |
| Annual return | 14.19% | 19.03%-4.8pp | 29.32%-15.1pp | 17.66%-3.5pp |
| Employer contribution / active EE | $5,878 | $4,207+39.7% | $3,023+94.4% | $3,262+80.2% |
| Participant deferral / active EE | $6,462 | $7,498-13.8% | $5,053+27.9% | $5,331+21.2% |
| Admin fee / account holder | $139 | $159-12.8% | $9,451-98.5% | $109+27.3% |