Filed November 6, 2024 (most recent of 7 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 |
|---|---|---|
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $217,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $217,296 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,173 | $122,854-5.4% | $184,200-36.9% | $199,768-41.8% |
| Participation rate | 99.0% | 87.0%+11.9pp | 86.8%+12.1pp | 72.0%+26.9pp |
| Annual return | 11.81% | 143.99%-132.2pp | 28.80%-17.0pp | 34.26%-22.5pp |
| Employer contribution / active EE | $3,819 | $4,588-16.8% | $6,424-40.6% | $3,037+25.8% |
| Participant deferral / active EE | $7,327 | $7,995-8.4% | $9,132-19.8% | $5,090+44.0% |
| Admin fee / account holder | $210 | $120+74.7% | $13,907-98.5% | $269-21.9% |