Filed June 12, 2017 (most recent of 2 filings on file)
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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 ADVISORY GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $67,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $45,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,471 | $88,890+23.2% | $102,423+6.9% | $77,643+41.0% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.3pp |
| Annual return | 14.46% | 24.98%-10.5pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $5,016 | $2,698+85.9% | $3,023+65.9% | $2,726+84.0% |
| Participant deferral / active EE | $7,772 | $5,145+51.0% | $5,053+53.8% | $4,647+67.2% |
| Admin fee / account holder | $97 | $235-58.9% | $9,451-99.0% | $430-77.5% |