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 | $154,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $10,403 |
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 | $32,256 | $48,698-33.8% | $93,606-65.5% | $199,593-83.8% |
| Participation rate | 95.0% | 63.5%+31.4pp | 68.7%+26.3pp | 72.0%+23.0pp |
| Annual return | 12.62% | 15.34%-2.7pp | 133.20%-120.6pp | 34.25%-21.6pp |
| Employer contribution / active EE | $922 | $1,135-18.7% | $2,420-61.9% | $3,034-69.6% |
| Participant deferral / active EE | $2,965 | $2,817+5.3% | $4,411-32.8% | $5,087-41.7% |
| Admin fee / account holder | $52 | $195-73.2% | $8,285-99.4% | $269-80.6% |