Filed November 29, 2016
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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $2,456 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515, EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,198 | $65,061-7.5% | $143,757-58.1% | $66,914-10.0% |
| Participation rate | 59.7% | 65.2%-5.5pp | 80.3%-20.6pp | 69.8%-10.1pp |
| Annual return | -15.01% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,348 | $2,361-42.9% | $4,951-72.8% | $2,544-47.0% |
| Participant deferral / active EE | $3,138 | $2,919+7.5% | $5,637-44.3% | $4,237-25.9% |
| Admin fee / account holder | $53 | $502-89.5% | $14,673-99.6% | $593-91.1% |