Filed December 28, 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 9-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 | $42,891 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,532 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,905 | $129,021-34.2% | $184,203-53.9% | $77,643+9.4% |
| Participation rate | 96.4% | 87.3%+9.0pp | 86.8%+9.5pp | 70.6%+25.8pp |
| Annual return | 13.08% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,915 | $4,413-33.9% | $6,427-54.6% | $2,726+7.0% |
| Participant deferral / active EE | $7,778 | $7,297+6.6% | $9,131-14.8% | $4,647+67.4% |
| Admin fee / account holder | $233 | $254-8.4% | $13,901-98.3% | $430-46.0% |