Filed October 10, 2024 (most recent of 4 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,810 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $39,000 |
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 | $203,909 | $122,239+66.8% | $184,203+10.7% | $74,495+173.7% |
| Participation rate | 99.6% | 85.5%+14.1pp | 86.8%+12.8pp | 67.2%+32.4pp |
| Annual return | 11.10% | 19.95%-8.8pp | 28.81%-17.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $7,112 | $4,537+56.7% | $6,427+10.7% | $2,623+171.1% |
| Participant deferral / active EE | $7,131 | $7,139-0.1% | $9,131-21.9% | $4,346+64.1% |
| Admin fee / account holder | $275 | $1,260-78.2% | $13,901-98.0% | $1,942-85.8% |