Filed January 18, 2024
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 | $136,722 |
BENEFIT FIDUCIARY GROUP LLC9+ years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $85,168 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,104 |
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 | $196,058 | $100,227+95.6% | $169,993+15.3% | $74,419+163.5% |
| Participation rate | 93.2% | 87.3%+5.9pp | 87.0%+6.2pp | 70.7%+22.5pp |
| Annual return | 15.37% | 66.08%-50.7pp | 53.37%-38.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,418 | $4,263-19.8% | $6,785-49.6% | $2,637+29.6% |
| Participant deferral / active EE | $5,567 | $7,143-22.1% | $10,408-46.5% | $4,528+22.9% |
| Admin fee / account holder | $45 | $234-80.8% | $12,815-99.6% | $348-87.1% |