Filed June 12, 2017 (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 · EIN 84-0467907 | Recordkeeping Fees | $59,558 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $47,335 |
HOGANTAYLOR LLP4 years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $17,860 |
Service code 16 · EIN 34-1820650 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,312 | $72,254+16.7% | $86,677-2.7% | $64,808+30.1% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.8pp | 71.5%+27.9pp |
| Annual return | -15.31% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,861 | $2,393+103.1% | $2,836+71.4% | $2,506+94.0% |
| Participant deferral / active EE | $7,492 | $4,658+60.8% | $4,656+60.9% | $4,310+73.8% |
| Admin fee / account holder | $50 | $174-71.4% | $7,493-99.3% | $188-73.6% |