Filed May 28, 2021 (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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $135,907 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $41,733 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $20,188 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,478 | $148,970+23.8% | $136,007+35.6% | $199,593-7.6% |
| Participation rate | 99.0% | 79.4%+19.7pp | 76.5%+22.6pp | 72.0%+27.1pp |
| Annual return | 15.57% | 27.07%-11.5pp | 579.32%-563.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $7,745 | $3,561+117.5% | $4,217+83.7% | $3,034+155.2% |
| Participant deferral / active EE | $10,178 | $6,140+65.8% | $7,025+44.9% | $5,087+100.1% |
| Admin fee / account holder | $121 | $144-16.0% | $6,858-98.2% | $269-55.0% |