Filed February 20, 2020 (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 | $332,930 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $219,734 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,329 | $104,631+39.9% | $98,439+48.6% | $80,160+82.5% |
| Participation rate | 94.6% | 87.5%+7.1pp | 75.2%+19.4pp | 72.9%+21.7pp |
| Annual return | 19.33% | 34.72%-15.4pp | 21.16%-1.8pp | 40.38%-21.1pp |
| Employer contribution / active EE | $5,930 | $4,517+31.3% | $3,048+94.5% | $2,978+99.1% |
| Participant deferral / active EE | $7,806 | $6,545+19.3% | $4,738+64.8% | $5,017+55.6% |
| Admin fee / account holder | $49 | $105-53.6% | $8,948-99.5% | $145-66.5% |