Filed January 21, 2021
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 8-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 | $234,692 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,643 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,970 | $102,872-63.1% | $66,042-42.5% | $102,872-63.1% |
| Participation rate | 98.8% | 73.0%+25.8pp | 67.5%+31.3pp | 73.0%+25.8pp |
| Annual return | 19.01% | 19.06%0pp | 52.11%-33.1pp | 19.06%0pp |
| Employer contribution / active EE | $2,368 | $3,526-32.8% | $1,579+50.0% | $3,526-32.8% |
| Participant deferral / active EE | $3,879 | $5,535-29.9% | $2,835+36.8% | $5,535-29.9% |
| Admin fee / account holder | $142 | $292-51.4% | $5,747-97.5% | $292-51.4% |