Filed April 29, 2016 (most recent of 6 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 9-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 | $105,940 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,017 |
TD AMERITRADE, INC.7+ years Service code 33 | Securities brokerage; Shareholder ser... | $0 |
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 | $70,470 | $45,000+56.6% | $143,757-51.0% | $77,904-9.5% |
| Participation rate | 83.8% | 66.8%+17.0pp | 80.3%+3.5pp | 73.7%+10.2pp |
| Annual return | -15.23% | 29.03%-44.3pp | -0.04%-15.2pp | 12.21%-27.4pp |
| Employer contribution / active EE | $2,977 | $1,870+59.2% | $4,951-39.9% | $2,848+4.5% |
| Participant deferral / active EE | $5,125 | $3,157+62.4% | $5,637-9.1% | $4,806+6.6% |
| Admin fee / account holder | $61 | $98-38.4% | $14,673-99.6% | $133-54.3% |