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 INC DBA Service code 27 1100 SUPERIOR AVE SUITE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $47,136 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $219 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,902 | $96,484+117.6% | $156,263+34.3% | $74,304+182.5% |
| Participation rate | 91.9% | 67.7%+24.3pp | 78.9%+13.0pp | 60.3%+31.6pp |
| Annual return | 11.00% | 17.73%-6.7pp | 59.47%-48.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $2,894 | $2,528+14.5% | $4,333-33.2% | $2,241+29.1% |
| Participant deferral / active EE | $7,986 | $4,286+86.3% | $6,158+29.7% | $3,767+112.0% |
| Admin fee / account holder | $221 | $3,728-94.1% | $14,255-98.5% | $2,969-92.6% |