Filed December 21, 2022 (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 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 | $82,079 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS FINANCIAL NA Service code 27 PO BOX 6001 · GRAND FORKS, ND 58201 | Advisory (Plan) | $20,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,351 | $81,908-0.7% | $90,749-10.4% | $64,808+25.5% |
| Participation rate | 97.7% | 80.5%+17.2pp | 75.7%+22.0pp | 71.5%+26.2pp |
| Annual return | -15.28% | -12.53%-2.7pp | -12.16%-3.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,721 | $3,065+54.0% | $2,921+61.6% | $2,506+88.4% |
| Participant deferral / active EE | $4,264 | $4,840-11.9% | $4,564-6.6% | $4,310-1.1% |
| Admin fee / account holder | $203 | $157+29.0% | $8,445-97.6% | $188+8.0% |