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 | $47,956 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,050 | $122,186-32.8% | $146,958-44.2% | $199,593-58.9% |
| Participation rate | 81.1% | 78.3%+2.8pp | 82.2%-1.1pp | 72.0%+9.1pp |
| Annual return | 30.11% | 30.56%-0.5pp | 418.34%-388.2pp | 34.25%-4.1pp |
| Employer contribution / active EE | $8,469 | $4,093+106.9% | $4,933+71.7% | $3,034+179.1% |
| Participant deferral / active EE | $5,437 | $8,502-36.1% | $8,070-32.6% | $5,087+6.9% |
| Admin fee / account holder | $37 | $179-79.2% | $12,998-99.7% | $269-86.2% |