Filed May 15, 2023 (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 | $57,415 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,918 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $52,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,559 | $82,972-42.7% | $103,374-54.0% | $77,671-38.8% |
| Participation rate | 63.3% | 71.5%-8.2pp | 74.5%-11.2pp | 70.6%-7.3pp |
| Annual return | 20.17% | 19.14%+1.0pp | 24.89%-4.7pp | 31.21%-11.0pp |
| Employer contribution / active EE | $2,964 | $3,554-16.6% | $3,869-23.4% | $2,726+8.7% |
| Participant deferral / active EE | $4,504 | $4,108+9.6% | $5,058-10.9% | $4,648-3.1% |
| Admin fee / account holder | $271 | $639-57.6% | $8,394-96.8% | $430-37.1% |