Filed April 1, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC8+ years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $20,640 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,844 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,233 |
DOWNEAST PENSION SERVICES, INC.8+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,938 | $65,061-27.9% | $143,757-67.3% | $66,914-29.9% |
| Participation rate | 72.9% | 65.2%+7.7pp | 80.3%-7.4pp | 69.8%+3.1pp |
| Annual return | -12.62% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,380 | $2,361-41.5% | $4,951-72.1% | $2,544-45.8% |
| Participant deferral / active EE | $4,612 | $2,919+58.0% | $5,637-18.2% | $4,237+8.9% |
| Admin fee / account holder | $346 | $502-31.1% | $14,673-97.6% | $593-41.7% |