Filed January 23, 2021
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,070 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD., SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $10,912 |
Service code 27 12400 COIT RD. STE 700 · DALLAS, TX 75251 | Advisory (Plan) | $8,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,599 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | -$457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,229 | $80,731-31.6% | $103,374-46.6% | $74,546-25.9% |
| Participation rate | 96.2% | 65.7%+30.5pp | 74.5%+21.7pp | 67.2%+29.0pp |
| Annual return | 14.64% | 27.56%-12.9pp | 24.89%-10.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $825 | $3,158-73.9% | $3,869-78.7% | $2,624-68.5% |
| Participant deferral / active EE | $4,614 | $3,860+19.5% | $5,058-8.8% | $4,347+6.1% |
| Admin fee / account holder | $206 | $2,369-91.3% | $8,394-97.5% | $1,944-89.4% |