Filed March 8, 2017
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 LIFE & ANNTY INS. CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $449,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51,528 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 12 200 LAKE DRIVE EAST · CHERRY HILL, NJ 08002 | Claims processing | $31,975 |
Service code 27 1400 AMERICAN BLVD. · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,000 |
PKF O'CONNOR DAVIES, LLP6 years Service code 10 · EIN 27-1728945 | Accounting | $18,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,693 | $67,679+22.2% | $155,509-46.8% | $99,062-16.5% |
| Participation rate | 94.9% | 67.2%+27.7pp | 78.2%+16.8pp | 71.6%+23.3pp |
| Annual return | 15.65% | 16.16%-0.5pp | 64.67%-49.0pp | 17.66%-2.0pp |
| Employer contribution / active EE | $6,941 | $2,268+206.0% | $4,672+48.6% | $3,262+112.8% |
| Participant deferral / active EE | $7,753 | $3,828+102.5% | $5,626+37.8% | $5,331+45.4% |
| Admin fee / account holder | $79 | $94-16.1% | $15,912-99.5% | $109-27.8% |