Filed May 7, 2018 (most recent of 2 filings on file)
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 | $78,532 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,983 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,785 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,103 | $91,372-9.0% | $129,995-36.1% | $74,419+11.7% |
| Participation rate | 98.3% | 77.8%+20.5pp | 78.5%+19.8pp | 70.7%+27.5pp |
| Annual return | 16.27% | 23.21%-6.9pp | -137.18%+153.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,377 | $2,563-7.3% | $4,320-45.0% | $2,637-9.9% |
| Participant deferral / active EE | $6,849 | $4,721+45.1% | $5,820+17.7% | $4,528+51.2% |
| Admin fee / account holder | $231 | $283-18.4% | $10,614-97.8% | $348-33.5% |