Filed April 7, 2017
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 | $24,704 |
HORAN SECURITIES INC3 years Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $12,851 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,202 |
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 | $63,058 | $102,553-38.5% | $151,611-58.4% | $66,914-5.8% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -14.98% | -10.82%-4.2pp | 3.33%-18.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,293 | $4,180-45.1% | $6,166-62.8% | $2,544-9.9% |
| Participant deferral / active EE | $4,540 | $6,641-31.6% | $8,363-45.7% | $4,237+7.1% |
| Admin fee / account holder | $190 | $630-69.8% | $11,616-98.4% | $593-68.0% |