Filed November 15, 2021 (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 15 · EIN 84-0467907 | Recordkeeping | $135,638 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,753 |
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 | $27,892 | $44,626-37.5% | $86,188-67.6% | $80,160-65.2% |
| Participation rate | 96.8% | 63.5%+33.3pp | 69.0%+27.9pp | 72.9%+23.9pp |
| Annual return | 16.25% | 19.61%-3.4pp | 1168.45%-1152.2pp | 40.38%-24.1pp |
| Employer contribution / active EE | $910 | $1,099-17.1% | $2,380-61.7% | $2,978-69.4% |
| Participant deferral / active EE | $3,176 | $2,769+14.7% | $3,985-20.3% | $5,017-36.7% |
| Admin fee / account holder | $43 | $133-68.0% | $6,852-99.4% | $145-70.6% |