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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,836 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,208 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $41,012 | $49,693-17.5% | $70,515-41.8% | $74,419-44.9% |
| Participation rate | 96.6% | 64.7%+31.9pp | 68.3%+28.2pp | 70.7%+25.8pp |
| Annual return | 21.13% | 21.22%-0.1pp | 32.77%-11.6pp | 34.38%-13.2pp |
| Employer contribution / active EE | $2,803 | $1,773+58.1% | $2,973-5.7% | $2,637+6.3% |
| Participant deferral / active EE | $5,420 | $3,376+60.6% | $4,567+18.7% | $4,528+19.7% |
| Admin fee / account holder | $22 | $316-93.0% | $6,412-99.7% | $348-93.6% |