Filed November 17, 2017 (most recent of 4 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $139,273 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,328 | $122,693-31.3% | $184,203-54.2% | $199,593-57.7% |
| Participation rate | 99.5% | 86.8%+12.7pp | 86.8%+12.7pp | 72.0%+27.6pp |
| Annual return | 20.90% | 143.91%-123.0pp | 28.81%-7.9pp | 34.25%-13.4pp |
| Employer contribution / active EE | $6,359 | $4,584+38.7% | $6,427-1.1% | $3,034+109.6% |
| Participant deferral / active EE | $5,671 | $7,990-29.0% | $9,131-37.9% | $5,087+11.5% |
| Admin fee / account holder | $124 | $121+2.8% | $13,901-99.1% | $269-53.9% |