Filed October 18, 2018 (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 | $1,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,454 | $47,126+62.2% | $149,673-48.9% | $74,419+2.7% |
| Participation rate | 59.4% | 63.4%-4.0pp | 78.8%-19.4pp | 70.7%-11.4pp |
| Annual return | 16.47% | 22.75%-6.3pp | 134.42%-117.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,102 | $1,905+10.3% | $4,818-56.4% | $2,637-20.3% |
| Participant deferral / active EE | $2,624 | $2,728-3.8% | $5,680-53.8% | $4,528-42.0% |
| Admin fee / account holder | $5 | $343-98.7% | $13,210-100.0% | $348-98.7% |