Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
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 ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $48,359 |
COOK STREET CONSULTING6 years Service code 50 · EIN 84-0854432 | Direct Payment | $28,388 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 15 · EIN 26-3310639 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,813 | $84,487+46.5% | $125,339-1.2% | $66,914+85.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.97% | -8.39%-10.6pp | 572.05%-591.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $7,842 | $3,553+120.7% | $4,814+62.9% | $2,544+208.2% |
| Participant deferral / active EE | $6,663 | $6,781-1.7% | $7,446-10.5% | $4,237+57.3% |
| Admin fee / account holder | $303 | $685-55.8% | $10,010-97.0% | $593-49.0% |