Filed November 25, 2024 (most recent of 2 filings on file)
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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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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,843 |
M HOLDINGS SECURITIES INC2 years Service code 27 1125 NW COUCH ST STE 900 · PORTLAND, OR 97209 | Advisory (Plan) | $46,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,270 | $50,982-44.5% | $154,803-81.7% | $85,563-67.0% |
| Participation rate | 97.7% | 59.8%+37.9pp | 78.1%+19.6pp | 66.0%+31.7pp |
| Annual return | 16.06% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,472 | $1,708-13.8% | $4,305-65.8% | $2,654-44.5% |
| Participant deferral / active EE | $3,293 | $2,474+33.1% | $5,540-40.6% | $4,375-24.7% |
| Admin fee / account holder | $196 | $846-76.8% | $14,329-98.6% | $834-76.5% |