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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,768 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,947 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,724 | $108,549+1.1% | $156,263-29.8% | $85,563+28.2% |
| Participation rate | 97.8% | 77.1%+20.7pp | 78.9%+18.9pp | 66.0%+31.9pp |
| Annual return | 16.09% | 21.79%-5.7pp | 59.47%-43.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,633 | $2,690-2.1% | $4,333-39.2% | $2,654-0.8% |
| Participant deferral / active EE | $8,215 | $4,800+71.1% | $6,158+33.4% | $4,375+87.8% |
| Admin fee / account holder | $274 | $650-57.9% | $14,255-98.1% | $834-67.2% |