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 | $13,017 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,801 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,616 | $58,208+167.3% | $81,812+90.2% | $80,856+92.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.64% | 41.66%-26.0pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $18,331 | $2,340+683.4% | $2,912+529.4% | $2,755+565.4% |
| Participant deferral / active EE | $10,319 | $3,281+214.5% | $4,319+139.0% | $4,296+140.2% |
| Admin fee / account holder | $100 | $4,981-98.0% | $7,386-98.6% | $6,918-98.6% |