Filed July 17, 2017 (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 3-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 | $140,223 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $43,580 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $24,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,432 | $52,660-30.8% | $86,612-57.9% | $80,160-54.6% |
| Participation rate | 96.5% | 62.4%+34.1pp | 71.7%+24.8pp | 72.9%+23.6pp |
| Annual return | 759.13% | 24.87%+734.3pp | 591.07%+168.1pp | 40.38%+718.7pp |
| Employer contribution / active EE | $2,389 | $2,140+11.6% | $3,022-21.0% | $2,978-19.8% |
| Participant deferral / active EE | $4,891 | $3,215+52.1% | $4,438+10.2% | $5,017-2.5% |
| Admin fee / account holder | $76 | $113-32.9% | $5,614-98.7% | $145-47.8% |