Filed September 12, 2024 (most recent of 2 filings on file)
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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,886 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,240 | $108,549+54.1% | $156,263+7.0% | $85,563+95.5% |
| Participation rate | 91.9% | 77.1%+14.8pp | 78.9%+13.0pp | 66.0%+25.9pp |
| Annual return | 14.45% | 21.79%-7.3pp | 59.47%-45.0pp | 31.51%-17.1pp |
| Employer contribution / active EE | $2,812 | $2,690+4.6% | $4,333-35.1% | $2,654+6.0% |
| Participant deferral / active EE | $7,870 | $4,800+64.0% | $6,158+27.8% | $4,375+79.9% |
| Admin fee / account holder | $92 | $650-85.8% | $14,255-99.4% | $834-88.9% |