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 | $10,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,532 |
Filed as: EMPOWER FINANCIAL SERVICES, 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 | $40,987 | $55,416-26.0% | $75,972-46.0% | $77,643-47.2% |
| Participation rate | 96.9% | 63.6%+33.3pp | 69.1%+27.8pp | 70.6%+26.3pp |
| Annual return | 15.06% | 17.07%-2.0pp | 359.55%-344.5pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,298 | $1,788+84.5% | $2,685+22.8% | $2,726+21.0% |
| Participant deferral / active EE | $5,929 | $3,447+72.0% | $4,255+39.3% | $4,647+27.6% |
| Admin fee / account holder | $38 | $414-90.9% | $6,467-99.4% | $430-91.3% |