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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $61,769 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,457 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $147 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,134 | $82,978+178.5% | $129,995+77.8% | $71,457+223.5% |
| Participation rate | 97.4% | 74.1%+23.3pp | 78.5%+18.9pp | 67.9%+29.5pp |
| Annual return | 14.37% | 20.60%-6.2pp | -137.18%+151.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,940 | $2,622+12.1% | $4,320-31.9% | $2,588+13.6% |
| Participant deferral / active EE | $7,733 | $4,432+74.5% | $5,820+32.9% | $4,289+80.3% |
| Admin fee / account holder | $6 | $1,729-99.6% | $10,614-99.9% | $1,587-99.6% |