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 | $24,109 |
HORAN SECURITIES INC4 years Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $12,849 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,611 |
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 | $72,456 | $130,194-44.3% | $169,993-57.4% | $71,457+1.4% |
| Participation rate | 94.2% | 86.1%+8.1pp | 87.0%+7.2pp | 67.9%+26.3pp |
| Annual return | 15.19% | 20.37%-5.2pp | 53.37%-38.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,010 | $4,381-54.1% | $6,785-70.4% | $2,588-22.3% |
| Participant deferral / active EE | $5,131 | $6,923-25.9% | $10,408-50.7% | $4,289+19.6% |
| Admin fee / account holder | $189 | $966-80.4% | $12,815-98.5% | $1,587-88.1% |