Filed April 14, 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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $53,951 |
Filed as: CAMBRIDGE INVESTEMENT RESEARCH ADVI Service code 27 · EIN 20-1665305 | Advisory (Plan) | $21,842 |
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 | $189,151 | $71,516+164.5% | $98,439+92.1% | $71,457+164.7% |
| Participation rate | 93.8% | 72.7%+21.1pp | 75.2%+18.7pp | 67.9%+25.9pp |
| Annual return | 16.81% | 32.41%-15.6pp | 21.16%-4.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $3,422 | $2,399+42.7% | $3,048+12.3% | $2,588+32.3% |
| Participant deferral / active EE | $7,411 | $4,109+80.4% | $4,738+56.4% | $4,289+72.8% |
| Admin fee / account holder | $315 | $1,675-81.2% | $8,948-96.5% | $1,587-80.2% |