Filed April 4, 2018
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 | $107,229 |
Service code 27 11010 HARBOR HILL DR STE B602 · GIG HARBOR, WA 98332 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,342 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,212 | $91,372-57.1% | $129,995-69.8% | $74,419-47.3% |
| Participation rate | 96.9% | 77.8%+19.1pp | 78.5%+18.4pp | 70.7%+26.1pp |
| Annual return | 14.74% | 23.21%-8.5pp | -137.18%+151.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,241 | $2,563-51.6% | $4,320-71.3% | $2,637-52.9% |
| Participant deferral / active EE | $3,832 | $4,721-18.8% | $5,820-34.2% | $4,528-15.4% |
| Admin fee / account holder | $266 | $283-6.3% | $10,614-97.5% | $348-23.6% |