Filed May 17, 2021 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $121,601 |
CANTERBURY CONSULTING7 years Filed as: CANTERBURY CONSULTING INC Service code 27 660 NEWPORT CENTER DR STE 300 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,996 | $130,141-54.7% | $86,677-31.9% | $77,904-24.3% |
| Participation rate | 66.9% | 85.9%-19.1pp | 76.6%-9.7pp | 73.7%-6.8pp |
| Annual return | -14.78% | -12.75%-2.0pp | 35.91%-50.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $2,097 | $3,220-34.9% | $2,836-26.1% | $2,848-26.4% |
| Participant deferral / active EE | $3,671 | $5,757-36.2% | $4,656-21.1% | $4,806-23.6% |
| Admin fee / account holder | $61 | $132-53.5% | $7,493-99.2% | $133-53.8% |