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 | $103,975-63.5% | $64,489-41.1% | $103,975-63.5% |
| Participation rate | 98.8% | 72.5%+26.3pp | 67.7%+31.1pp | 72.5%+26.3pp |
| Annual return | 19.01% | 19.41%-0.4pp | 55.03%-36.0pp | 19.41%-0.4pp |
| Employer contribution / active EE | $2,368 | $3,722-36.4% | $1,523+55.5% | $3,722-36.4% |
| Participant deferral / active EE | $3,879 | $5,343-27.4% | $2,778+39.6% | $5,343-27.4% |
| Admin fee / account holder | $142 | $332-57.2% | $4,260-96.7% | $332-57.2% |