Filed September 7, 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 | $14,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $133 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
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 | $33,520 | $44,764-25.1% | $68,791-51.3% | $64,808-48.3% |
| Participation rate | 97.5% | 64.8%+32.7pp | 69.0%+28.4pp | 71.5%+26.0pp |
| Annual return | -15.57% | -10.91%-4.7pp | -6.38%-9.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,523 | $1,775+42.1% | $2,655-5.0% | $2,506+0.7% |
| Participant deferral / active EE | $4,814 | $3,238+48.7% | $3,941+22.2% | $4,310+11.7% |
| Admin fee / account holder | $43 | $151-71.8% | $4,932-99.1% | $188-77.3% |