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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,658 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,388 |
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 | $219,647 | $78,485+179.9% | $106,213+106.8% | $74,495+194.8% |
| Participation rate | 89.5% | 72.8%+16.7pp | 75.3%+14.2pp | 67.2%+22.3pp |
| Annual return | 13.33% | 15.95%-2.6pp | 116.14%-102.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,566 | $2,523+41.4% | $3,171+12.4% | $2,623+36.0% |
| Participant deferral / active EE | $8,080 | $4,322+86.9% | $5,016+61.1% | $4,346+85.9% |
| Admin fee / account holder | $321 | $2,232-85.6% | $11,033-97.1% | $1,942-83.5% |