Filed February 11, 2022 (most recent of 4 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,069 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,314 | $122,239-10.6% | $184,203-40.7% | $74,495+46.7% |
| Participation rate | 85.1% | 85.5%-0.3pp | 86.8%-1.7pp | 67.2%+17.9pp |
| Annual return | 12.88% | 19.95%-7.1pp | 28.81%-15.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,307 | $4,537+17.0% | $6,427-17.4% | $2,623+102.3% |
| Participant deferral / active EE | $5,775 | $7,139-19.1% | $9,131-36.8% | $4,346+32.9% |
| Admin fee / account holder | $296 | $1,260-76.5% | $13,901-97.9% | $1,942-84.8% |