Filed March 16, 2015
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 | $90,589 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,782 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,968 | $79,171+68.0% | $102,423+29.8% | $74,495+78.5% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.38% | 54.93%-39.6pp | 29.32%-13.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $5,547 | $2,362+134.8% | $3,023+83.5% | $2,623+111.5% |
| Participant deferral / active EE | $8,129 | $4,415+84.1% | $5,053+60.9% | $4,346+87.1% |
| Admin fee / account holder | $397 | $2,001-80.1% | $9,451-95.8% | $1,942-79.5% |