Filed September 10, 2018 (most recent of 2 filings on file)
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 10-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 | $65,216 |
IMA WEALTH INC6 years Service code 55 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Other Commissions | $40,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,849 | $99,016+45.3% | $93,789+53.4% | $66,914+115.0% |
| Participation rate | 87.4% | 82.1%+5.3pp | 81.0%+6.5pp | 69.8%+17.6pp |
| Annual return | -16.13% | -14.59%-1.5pp | -11.33%-4.8pp | 1.58%-17.7pp |
| Employer contribution / active EE | $5,360 | $4,769+12.4% | $4,323+24.0% | $2,544+110.7% |
| Participant deferral / active EE | $7,754 | $6,689+15.9% | $6,094+27.2% | $4,237+83.0% |
| Admin fee / account holder | $364 | $477-23.8% | $7,195-94.9% | $593-38.7% |