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 | $98,193 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,585 | $89,808+74.4% | $100,391+56.0% | $77,643+101.7% |
| Participation rate | 82.4% | 81.2%+1.2pp | 81.5%+0.9pp | 70.6%+11.8pp |
| Annual return | 14.63% | 20.62%-6.0pp | 49.20%-34.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $7,406 | $3,039+143.7% | $3,942+87.9% | $2,726+171.7% |
| Participant deferral / active EE | $10,046 | $8,284+21.3% | $8,082+24.3% | $4,647+116.2% |
| Admin fee / account holder | $211 | $174+20.9% | $7,899-97.3% | $430-51.0% |