Filed July 6, 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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,195 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $22,308 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,102 |
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 | $38,383 | $95,880-60.0% | $107,525-64.3% | $85,563-55.1% |
| Participation rate | 96.1% | 70.1%+25.9pp | 75.1%+21.0pp | 66.0%+30.1pp |
| Annual return | 12.74% | 68.06%-55.3pp | 181.32%-168.6pp | 31.51%-18.8pp |
| Employer contribution / active EE | $2,168 | $3,812-43.1% | $3,754-42.2% | $2,654-18.3% |
| Participant deferral / active EE | $4,335 | $4,201+3.2% | $5,116-15.3% | $4,375-0.9% |
| Admin fee / account holder | $222 | $1,025-78.3% | $8,919-97.5% | $834-73.4% |