Filed March 11, 2021 (most recent of 3 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 |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $65,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $63,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $47,215 |
WITHUMSMITH+BROWN, PC3 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $21,060 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
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 | $151,396 | $160,882-5.9% | $200,582-24.5% | $102,872+47.2% |
| Participation rate | 98.2% | 91.2%+7.1pp | 86.9%+11.3pp | 73.0%+25.2pp |
| Annual return | 13.72% | 18.15%-4.4pp | 42.33%-28.6pp | 19.06%-5.3pp |
| Employer contribution / active EE | $4,690 | $5,602-16.3% | $6,419-26.9% | $3,526+33.0% |
| Participant deferral / active EE | $8,120 | $9,300-12.7% | $9,331-13.0% | $5,535+46.7% |
| Admin fee / account holder | $174 | $125+39.6% | $16,305-98.9% | $292-40.4% |