Filed September 20, 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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC7+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $21,364 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,297 | $86,655+146.1% | $119,609+78.3% | $66,914+218.8% |
| Participation rate | 98.6% | 75.6%+23.1pp | 79.3%+19.4pp | 69.8%+28.8pp |
| Annual return | -14.36% | -8.00%-6.4pp | -14.97%+0.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,040 | $2,536+19.9% | $4,232-28.2% | $2,544+19.5% |
| Participant deferral / active EE | $7,959 | $4,358+82.6% | $5,602+42.1% | $4,237+87.8% |
| Admin fee / account holder | $20 | $755-97.4% | $10,323-99.8% | $593-96.6% |