Filed January 13, 2025
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADIVSORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $276,521 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $35,578 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,229 | $57,610-38.8% | $154,803-77.2% | $102,872-65.8% |
| Participation rate | 94.0% | 59.5%+34.5pp | 78.1%+15.9pp | 73.0%+20.9pp |
| Annual return | 17.93% | 30.49%-12.6pp | 58.88%-40.9pp | 19.06%-1.1pp |
| Employer contribution / active EE | $1,843 | $1,883-2.1% | $4,305-57.2% | $3,526-47.7% |
| Participant deferral / active EE | $3,347 | $2,914+14.8% | $5,540-39.6% | $5,535-39.5% |
| Admin fee / account holder | $149 | $368-59.4% | $14,329-99.0% | $292-48.9% |