Filed April 12, 2023 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $194,090 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $44,602 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,518 | $61,756-16.6% | $70,092-26.5% | $77,904-33.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 70.5%+29.5pp | 73.7%+26.3pp |
| Annual return | 17.81% | -11.86%+29.7pp | 190.73%-172.9pp | 12.21%+5.6pp |
| Employer contribution / active EE | $1,719 | $2,706-36.5% | $2,559-32.8% | $2,848-39.6% |
| Participant deferral / active EE | $2,381 | $3,977-40.1% | $3,849-38.1% | $4,806-50.5% |
| Admin fee / account holder | $69 | $101-31.6% | $6,267-98.9% | $133-47.7% |