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 ADVISORY GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $49,422 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $47,418 |
Service code 16 · EIN 34-1820650 | Consulting | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,818 | $99,078-0.3% | $96,544+2.4% | $74,419+32.8% |
| Participation rate | 99.4% | 80.7%+18.7pp | 76.0%+23.4pp | 70.7%+28.7pp |
| Annual return | 22.86% | 22.48%+0.4pp | 25.84%-3.0pp | 34.38%-11.5pp |
| Employer contribution / active EE | $4,996 | $2,570+94.4% | $2,965+68.5% | $2,637+89.4% |
| Participant deferral / active EE | $7,829 | $4,933+58.7% | $4,851+61.4% | $4,528+72.9% |
| Admin fee / account holder | $84 | $225-62.6% | $8,252-99.0% | $348-75.8% |