Filed March 21, 2025
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 | $74,049 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $11,731 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | -$3,064 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,810 | $91,762-4.3% | $67,502+30.1% | $77,643+13.1% |
| Participation rate | 87.4% | 75.9%+11.5pp | 72.9%+14.6pp | 70.6%+16.9pp |
| Annual return | 11.50% | 14.87%-3.4pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,289 | $3,181+3.4% | $2,731+20.4% | $2,726+20.7% |
| Participant deferral / active EE | $4,080 | $3,903+4.5% | $4,000+2.0% | $4,647-12.2% |
| Admin fee / account holder | $229 | $176+29.9% | $3,998-94.3% | $430-46.9% |