Filed October 24, 2014
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $221,892 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $109,049 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,580 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,911 | $87,621-25.9% | $86,436-24.9% | $77,904-16.7% |
| Participation rate | 97.5% | 85.8%+11.7pp | 80.3%+17.2pp | 73.7%+23.8pp |
| Annual return | -8.68% | -13.90%+5.2pp | 4394.89%-4403.6pp | 12.21%-20.9pp |
| Employer contribution / active EE | $3,347 | $3,474-3.6% | $3,769-11.2% | $2,848+17.5% |
| Participant deferral / active EE | $4,335 | $8,645-49.8% | $6,952-37.6% | $4,806-9.8% |
| Admin fee / account holder | $146 | $85+72.0% | $6,731-97.8% | $133+9.9% |