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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,478 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,060 |
Participant contribution per participant 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 | $74,331 | $131,799-43.6% | $200,582-62.9% | $85,563-13.1% |
| Participation rate | 75.4% | 87.9%-12.5pp | 86.9%-11.4pp | 66.0%+9.5pp |
| Annual return | 22.25% | 21.59%+0.7pp | 42.33%-20.1pp | 31.51%-9.3pp |
| Employer contribution / active EE | $3,090 | $4,532-31.8% | $6,419-51.9% | $2,654+16.4% |
| Participant deferral / active EE | $3,962 | $7,702-48.6% | $9,331-57.5% | $4,375-9.5% |
| Admin fee / account holder | $109 | $235-53.6% | $16,305-99.3% | $834-86.9% |