Filed January 2, 2025 (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 | $24,886 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $21,174 |
Service code 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $6,653 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,912 | $61,272+94.1% | $149,673-20.6% | $71,457+66.4% |
| Participation rate | 60.8% | 62.5%-1.7pp | 78.8%-17.9pp | 67.9%-7.1pp |
| Annual return | 21.12% | 35.85%-14.7pp | 134.42%-113.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $3,420 | $2,378+43.8% | $4,818-29.0% | $2,588+32.2% |
| Participant deferral / active EE | $7,753 | $2,917+165.8% | $5,680+36.5% | $4,289+80.8% |
| Admin fee / account holder | $386 | $1,261-69.4% | $13,210-97.1% | $1,587-75.7% |