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 | $36,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,445 | $130,194-9.0% | $169,993-30.3% | $71,457+65.8% |
| Participation rate | 85.1% | 86.1%-1.1pp | 87.0%-1.9pp | 67.9%+17.2pp |
| Annual return | 15.02% | 20.37%-5.3pp | 53.37%-38.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $4,559 | $4,381+4.0% | $6,785-32.8% | $2,588+76.2% |
| Participant deferral / active EE | $5,325 | $6,923-23.1% | $10,408-48.8% | $4,289+24.2% |
| Admin fee / account holder | $209 | $966-78.3% | $12,815-98.4% | $1,587-86.8% |