Filed February 13, 2017 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $212,251 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $161,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,905 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,219 | $53,199-31.9% | $155,567-76.7% | $199,768-81.9% |
| Participation rate | 94.4% | 64.1%+30.3pp | 78.2%+16.2pp | 72.0%+22.4pp |
| Annual return | 15.67% | 41.17%-25.5pp | 64.74%-49.1pp | 34.26%-18.6pp |
| Employer contribution / active EE | $917 | $1,852-50.5% | $4,674-80.4% | $3,037-69.8% |
| Participant deferral / active EE | $4,392 | $3,163+38.9% | $5,628-22.0% | $5,090-13.7% |
| Admin fee / account holder | $184 | $186-0.6% | $15,916-98.8% | $269-31.5% |