Filed November 27, 2023 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,723 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,867 |
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 | $102,610 | $58,778+74.6% | $129,207-20.6% | $77,643+32.2% |
| Participation rate | 93.9% | 59.2%+34.7pp | 69.6%+24.3pp | 70.6%+23.3pp |
| Annual return | 14.83% | 24.73%-9.9pp | 9417.33%-9402.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,203 | $1,952-38.4% | $4,153-71.0% | $2,726-55.9% |
| Participant deferral / active EE | $5,089 | $3,212+58.4% | $4,168+22.1% | $4,647+9.5% |
| Admin fee / account holder | $139 | $589-76.3% | $7,715-98.2% | $430-67.6% |