Filed July 10, 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 | $34,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,239 | $102,553+8.5% | $151,611-26.6% | $66,914+66.2% |
| Participation rate | 83.1% | 85.5%-2.4pp | 87.5%-4.4pp | 69.8%+13.3pp |
| Annual return | -14.29% | -10.82%-3.5pp | 3.33%-17.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $4,300 | $4,180+2.9% | $6,166-30.3% | $2,544+69.0% |
| Participant deferral / active EE | $4,897 | $6,641-26.3% | $8,363-41.5% | $4,237+15.6% |
| Admin fee / account holder | $212 | $630-66.3% | $11,616-98.2% | $593-64.3% |