Filed March 30, 2016 (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 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 | $121,013 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,269 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,595 | $64,612+69.6% | $86,436+26.8% | $64,808+69.1% |
| Participation rate | 77.5% | 81.5%-3.9pp | 80.3%-2.8pp | 71.5%+6.1pp |
| Annual return | -15.83% | 0.66%-16.5pp | 4394.89%-4410.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $6,296 | $2,744+129.4% | $3,769+67.1% | $2,506+151.2% |
| Participant deferral / active EE | $8,713 | $7,497+16.2% | $6,952+25.3% | $4,310+102.1% |
| Admin fee / account holder | $217 | $169+28.5% | $6,731-96.8% | $188+15.7% |