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 | $43,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,423 | $122,239+15.7% | $184,203-23.2% | $74,495+89.8% |
| Participation rate | 85.1% | 85.5%-0.4pp | 86.8%-1.8pp | 67.2%+17.9pp |
| Annual return | 14.01% | 19.95%-5.9pp | 28.81%-14.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,503 | $4,537-0.8% | $6,427-29.9% | $2,623+71.7% |
| Participant deferral / active EE | $5,424 | $7,139-24.0% | $9,131-40.6% | $4,346+24.8% |
| Admin fee / account holder | $245 | $1,260-80.5% | $13,901-98.2% | $1,942-87.4% |