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 | $113,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,103 | $108,719+79.5% | $101,326+92.6% | $85,563+128.0% |
| Participation rate | 83.1% | 80.9%+2.2pp | 81.5%+1.6pp | 66.0%+17.1pp |
| Annual return | 19.56% | 20.95%-1.4pp | 36.82%-17.3pp | 31.51%-11.9pp |
| Employer contribution / active EE | $7,682 | $3,114+146.7% | $3,665+109.6% | $2,654+189.5% |
| Participant deferral / active EE | $10,926 | $8,545+27.9% | $7,994+36.7% | $4,375+149.7% |
| Admin fee / account holder | $255 | $685-62.8% | $11,185-97.7% | $834-69.5% |