Filed January 2, 2020 (most recent of 5 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 |
|---|---|---|
Filed as: EMPOWER TRUST COMPANY LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,377 |
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 | $80,643 | $95,918-15.9% | $151,611-46.8% | $77,904+3.5% |
| Participation rate | 89.3% | 88.7%+0.5pp | 87.5%+1.8pp | 73.7%+15.6pp |
| Annual return | -20.15% | -5.50%-14.6pp | 3.33%-23.5pp | 12.21%-32.4pp |
| Employer contribution / active EE | $4,129 | $4,330-4.6% | $6,166-33.0% | $2,848+45.0% |
| Participant deferral / active EE | $6,236 | $7,508-16.9% | $8,363-25.4% | $4,806+29.8% |
| Admin fee / account holder | $110 | $93+17.8% | $11,616-99.1% | $133-17.1% |