Filed June 24, 2017
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $419,209 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $101,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,615 | $39,166-47.4% | $79,550-74.1% | $78,044-73.6% |
| Participation rate | 88.3% | 57.3%+30.9pp | 69.5%+18.8pp | 74.4%+13.8pp |
| Annual return | -15.85% | -9.39%-6.5pp | 0.16%-16.0pp | 10.87%-26.7pp |
| Employer contribution / active EE | $1,515 | $1,019+48.7% | $2,413-37.2% | $3,125-51.5% |
| Participant deferral / active EE | $3,420 | $2,079+64.5% | $3,985-14.2% | $5,084-32.7% |
| Admin fee / account holder | $61 | $67-9.2% | $6,832-99.1% | $79-22.8% |