Filed January 31, 2024 (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 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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,650 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $48,000 |
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 | $52,383 | $48,698+7.6% | $93,606-44.0% | $199,593-73.8% |
| Participation rate | 82.3% | 63.5%+18.7pp | 68.7%+13.5pp | 72.0%+10.3pp |
| Annual return | 10.13% | 15.34%-5.2pp | 133.20%-123.1pp | 34.25%-24.1pp |
| Employer contribution / active EE | $1,099 | $1,135-3.2% | $2,420-54.6% | $3,034-63.8% |
| Participant deferral / active EE | $2,461 | $2,817-12.6% | $4,411-44.2% | $5,087-51.6% |
| Admin fee / account holder | $114 | $195-41.8% | $8,285-98.6% | $269-57.8% |