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 | $74,616 |
MMA SECURITIES LLC1 year Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $25,892 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,600 | $132,049-3.4% | $200,582-36.4% | $74,304+71.7% |
| Participation rate | 88.1% | 84.1%+4.1pp | 86.9%+1.2pp | 60.3%+27.8pp |
| Annual return | 15.09% | 22.22%-7.1pp | 42.33%-27.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $5,670 | $4,558+24.4% | $6,419-11.7% | $2,241+153.0% |
| Participant deferral / active EE | $6,124 | $7,213-15.1% | $9,331-34.4% | $3,767+62.5% |
| Admin fee / account holder | $278 | $2,405-88.4% | $16,305-98.3% | $2,969-90.6% |