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 | $63,337 |
IMA WEALTH INC7 years Service code 55 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Other Commissions | $45,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,897 |
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 | $157,493 | $101,955+54.5% | $112,887+39.5% | $71,457+120.4% |
| Participation rate | 80.1% | 82.1%-2.0pp | 80.5%-0.4pp | 67.9%+12.2pp |
| Annual return | 16.50% | 28.92%-12.4pp | 34.10%-17.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $6,124 | $4,743+29.1% | $4,563+34.2% | $2,588+136.7% |
| Participant deferral / active EE | $8,499 | $6,771+25.5% | $6,513+30.5% | $4,289+98.2% |
| Admin fee / account holder | $347 | $1,395-75.1% | $7,047-95.1% | $1,587-78.1% |