Filed October 10, 2019
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 | $89,152 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $22,500 |
CARR, RIGGS & INGRAM, LLC7 years Service code 10 2633 CENTENNIAL BLVD STE 200 · TALLAHASSEE, FL 32308 | Accounting | $8,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,934 | $105,179-44.0% | $64,056-8.0% | $80,160-26.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 15.24% | 20.34%-5.1pp | 33.69%-18.5pp | 40.38%-25.1pp |
| Employer contribution / active EE | $2,270 | $3,311-31.4% | $2,747-17.4% | $2,978-23.8% |
| Participant deferral / active EE | $2,894 | $4,020-28.0% | $3,880-25.4% | $5,017-42.3% |
| Admin fee / account holder | $87 | $113-22.8% | $3,068-97.2% | $145-39.7% |