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 6-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,156 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $12,423 |
ECONOMIC GROUP PENSION .00 SERVICES1 year Service code 13 7734 EXCELSIOR RD STE 102 BAXTER MN · BAXTER, MN 56425 | Contract Administrator | $10,104 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,717 |
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 | $36,325 | $88,360-58.9% | $145,433-75.0% | $67,986-46.6% |
| Participation rate | 80.7% | 65.5%+15.2pp | 82.1%-1.4pp | 57.2%+23.5pp |
| Annual return | 23.05% | 63.15%-40.1pp | 66.58%-43.5pp | 31.67%-8.6pp |
| Employer contribution / active EE | $3,048 | $3,054-0.2% | $4,554-33.1% | $2,019+51.0% |
| Participant deferral / active EE | $5,527 | $5,932-6.8% | $7,897-30.0% | $3,358+64.6% |
| Admin fee / account holder | $279 | $3,313-91.6% | $13,129-97.9% | $3,203-91.3% |