Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $159,706 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $110,285 |
THREE BELL CAPITAL LLC8 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $44,285 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 | Contract Administrator | $4,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,025 | $111,072-29.8% | $156,263-50.1% | $102,872-24.2% |
| Participation rate | 85.0% | 80.1%+4.9pp | 78.9%+6.1pp | 73.0%+12.0pp |
| Annual return | 16.51% | 16.98%-0.5pp | 59.47%-43.0pp | 19.06%-2.5pp |
| Employer contribution / active EE | $2,841 | $4,017-29.3% | $4,333-34.4% | $3,526-19.4% |
| Participant deferral / active EE | $5,173 | $5,455-5.2% | $6,158-16.0% | $5,535-6.5% |
| Admin fee / account holder | $217 | $120+80.3% | $14,255-98.5% | $292-25.7% |