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 | $354,829 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,110 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 62 200 LAKE DRIVE EAST · CHERRY HILL, NJ 08002 | Float revenue; Recordkeeping fees | $21,986 |
PKF O'CONNOR DAVIES, LLP5 years Service code 10 · EIN 27-1728945 | Accounting | $17,825 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 1400 AMERICAN BLVD. · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,750 | $50,127+63.1% | $149,673-45.4% | $80,160+2.0% |
| Participation rate | 90.5% | 64.3%+26.3pp | 78.8%+11.8pp | 72.9%+17.6pp |
| Annual return | 19.27% | 29.82%-10.5pp | 134.42%-115.1pp | 40.38%-21.1pp |
| Employer contribution / active EE | $6,697 | $1,865+259.2% | $4,818+39.0% | $2,978+124.9% |
| Participant deferral / active EE | $7,323 | $3,194+129.3% | $5,680+28.9% | $5,017+46.0% |
| Admin fee / account holder | $71 | $153-53.3% | $13,210-99.5% | $145-50.8% |