Filed October 31, 2023 (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 | $19,833 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $19,596 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,072 | $50,199+49.5% | $70,092+7.1% | $66,914+12.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -10.68% | -13.85%+3.2pp | 190.73%-201.4pp | 1.58%-12.3pp |
| Employer contribution / active EE | $3,545 | $1,864+90.2% | $2,559+38.5% | $2,544+39.3% |
| Participant deferral / active EE | $3,607 | $3,112+15.9% | $3,849-6.3% | $4,237-14.9% |
| Admin fee / account holder | $215 | $600-64.1% | $6,267-96.6% | $593-63.7% |