Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 employees
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,162 |
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 | $142,844 | $54,350+162.8% | $82,719+72.7% | $68,494+108.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.18% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $18,462 | $2,218+732.3% | $3,009+513.6% | $2,596+611.1% |
| Participant deferral / active EE | $9,433 | $3,246+190.6% | $4,395+114.6% | $4,027+134.2% |
| Admin fee / account holder | $98 | $4,395-97.8% | $5,329-98.2% | $5,403-98.2% |