Filed September 10, 2018 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,736 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $35,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,499 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $30 |
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 | $171,591 | $113,016+51.8% | $103,476+65.8% | $74,495+130.3% |
| Participation rate | 83.8% | 80.8%+3.1pp | 80.5%+3.3pp | 67.2%+16.6pp |
| Annual return | 14.62% | 23.24%-8.6pp | 23.90%-9.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,852 | $4,881+19.9% | $4,672+25.3% | $2,623+123.1% |
| Participant deferral / active EE | $8,466 | $7,279+16.3% | $6,623+27.8% | $4,346+94.8% |
| Admin fee / account holder | $417 | $1,709-75.6% | $9,413-95.6% | $1,942-78.5% |