Filed July 23, 2018
Total covered: 60 employees
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,918 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,169 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,622 | $82,917+25.0% | $103,333+0.3% | $77,643+33.5% |
| Participation rate | 97.7% | 71.6%+26.1pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 13.71% | 19.13%-5.4pp | 24.88%-11.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,320 | $3,552-6.5% | $3,868-14.2% | $2,726+21.8% |
| Participant deferral / active EE | $9,864 | $4,108+140.1% | $5,057+95.0% | $4,647+112.3% |
| Admin fee / account holder | $110 | $638-82.8% | $8,355-98.7% | $430-74.5% |