Filed May 15, 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 O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,032 |
HAYS FINANCIAL GROUP3 years Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $17,947 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $13,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,607 | $65,390-57.8% | $169,368-83.7% | $71,457-61.4% |
| Participation rate | 92.1% | 67.0%+25.2pp | 77.1%+15.0pp | 67.9%+24.2pp |
| Annual return | 17.25% | 21.31%-4.1pp | 405.60%-388.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,784 | $2,079+33.9% | $4,013-30.6% | $2,588+7.6% |
| Participant deferral / active EE | $4,180 | $4,367-4.3% | $6,221-32.8% | $4,289-2.5% |
| Admin fee / account holder | $199 | $1,324-84.9% | $9,003-97.8% | $1,587-87.4% |