Filed October 5, 2023 (most recent of 4 filings on file)
Total covered: 448 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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,914 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,850 | $102,553-54.3% | $151,611-69.1% | $66,914-30.0% |
| Participation rate | 94.9% | 85.5%+9.4pp | 87.5%+7.4pp | 69.8%+25.1pp |
| Annual return | -14.91% | -10.82%-4.1pp | 3.33%-18.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,949 | $4,180-29.5% | $6,166-52.2% | $2,544+15.9% |
| Participant deferral / active EE | $4,282 | $6,641-35.5% | $8,363-48.8% | $4,237+1.1% |
| Admin fee / account holder | $52 | $630-91.8% | $11,616-99.6% | $593-91.2% |