Filed March 27, 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 | $78,527 |
Service code 49 1600 VALLEY RIVER DR STE 340 · EUGENE, OR 97401 | Other Services | $35,316 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,646 | $88,890-34.0% | $102,423-42.7% | $77,643-24.5% |
| Participation rate | 95.4% | 80.9%+14.5pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 12.76% | 24.98%-12.2pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,943 | $2,698-28.0% | $3,023-35.7% | $2,726-28.7% |
| Participant deferral / active EE | $4,629 | $5,145-10.0% | $5,053-8.4% | $4,647-0.4% |
| Admin fee / account holder | $159 | $235-32.4% | $9,451-98.3% | $430-63.0% |