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) | $193,159 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,785 | $112,686-15.0% | $169,993-43.7% | $80,160+19.5% |
| Participation rate | 99.5% | 87.4%+12.1pp | 87.0%+12.5pp | 72.9%+26.6pp |
| Annual return | 16.81% | 67.04%-50.2pp | 53.37%-36.6pp | 40.38%-23.6pp |
| Employer contribution / active EE | $3,496 | $4,481-22.0% | $6,785-48.5% | $2,978+17.4% |
| Participant deferral / active EE | $6,458 | $7,876-18.0% | $10,408-37.9% | $5,017+28.7% |
| Admin fee / account holder | $187 | $99+88.5% | $12,815-98.5% | $145+28.9% |