Filed February 2, 2023
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,138 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $47,866 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 | Contract Administrator | $10,000 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $8,391 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,479 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICGO, IL 606731281 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,174 | $92,055-59.6% | $106,213-65.0% | $77,643-52.1% |
| Participation rate | 80.1% | 81.0%-0.9pp | 75.3%+4.8pp | 70.6%+9.5pp |
| Annual return | 15.52% | 17.91%-2.4pp | 116.14%-100.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,485 | $3,367-55.9% | $3,171-53.2% | $2,726-45.5% |
| Participant deferral / active EE | $3,096 | $5,386-42.5% | $5,016-38.3% | $4,647-33.4% |
| Admin fee / account holder | $234 | $219+6.6% | $11,033-97.9% | $430-45.7% |