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 | $26,632 |
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $23,049 |
Service code 27 100 SOUTH ASHLEY DRIVE · TAMPA, FL 33602 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,548 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $22,143 | $71,050-68.8% | $93,606-76.3% | $80,856-72.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.30% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,161 | $1,564-25.8% | $2,420-52.0% | $2,755-57.9% |
| Participant deferral / active EE | $3,917 | $4,034-2.9% | $4,411-11.2% | $4,296-8.8% |
| Admin fee / account holder | $149 | $6,945-97.9% | $8,285-98.2% | $6,918-97.9% |