Filed April 22, 2022 (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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $386,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $13 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,397 | $112,623+147.2% | $106,213+162.1% | $199,593+39.5% |
| Participation rate | 96.0% | 86.2%+9.7pp | 75.3%+20.7pp | 72.0%+24.0pp |
| Annual return | 14.18% | 15.57%-1.4pp | 116.14%-102.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $4,692 | $4,575+2.6% | $3,171+47.9% | $3,034+54.6% |
| Participant deferral / active EE | $8,653 | $6,659+29.9% | $5,016+72.5% | $5,087+70.1% |
| Admin fee / account holder | $192 | $107+79.8% | $11,033-98.3% | $269-28.5% |