Filed November 27, 2020 (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 3-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 | $55,330 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 64 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,454 | $145,877-35.9% | $150,045-37.7% | $102,872-9.2% |
| Participation rate | 88.1% | 79.8%+8.3pp | 82.3%+5.8pp | 73.0%+15.1pp |
| Annual return | 17.77% | 21.37%-3.6pp | 62.55%-44.8pp | 19.06%-1.3pp |
| Employer contribution / active EE | $8,707 | $4,710+84.9% | $4,693+85.5% | $3,526+146.9% |
| Participant deferral / active EE | $6,774 | $9,491-28.6% | $7,997-15.3% | $5,535+22.4% |
| Admin fee / account holder | $44 | $176-75.2% | $13,435-99.7% | $292-85.1% |