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 | $29,925 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,453 | $56,423+47.9% | $77,163+8.2% | $71,457+16.8% |
| Participation rate | 99.5% | 64.3%+35.2pp | 69.6%+29.9pp | 67.9%+31.6pp |
| Annual return | 17.19% | 19.05%-1.9pp | 37.87%-20.7pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,742 | $1,866+100.5% | $2,535+47.6% | $2,588+44.6% |
| Participant deferral / active EE | $3,688 | $3,142+17.4% | $3,833-3.8% | $4,289-14.0% |
| Admin fee / account holder | $297 | $1,429-79.2% | $5,472-94.6% | $1,587-81.3% |