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 | $155,742 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,641 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $15,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $20 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,506 | $55,331-21.4% | $81,812-46.8% | $199,593-78.2% |
| Participation rate | 94.7% | 62.5%+32.2pp | 72.3%+22.3pp | 72.0%+22.7pp |
| Annual return | 15.12% | 19.59%-4.5pp | 773.79%-758.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,103 | $2,101+0.1% | $2,912-27.8% | $3,034-30.7% |
| Participant deferral / active EE | $4,640 | $3,283+41.3% | $4,319+7.4% | $5,087-8.8% |
| Admin fee / account holder | $68 | $346-80.3% | $7,386-99.1% | $269-74.7% |