Filed September 2, 2016
Total covered: 33 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 9-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 15 · EIN 84-0467907 | Recordkeeping | $128,310 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,541 | $99,062-37.9% | $177,989-65.4% | $99,062-37.9% |
| Participation rate | 97.0% | 71.6%+25.4pp | 77.1%+19.9pp | 71.6%+25.4pp |
| Annual return | 16.64% | 17.66%-1.0pp | 294.48%-277.8pp | 17.66%-1.0pp |
| Employer contribution / active EE | $3,210 | $3,262-1.6% | $3,949-18.7% | $3,262-1.6% |
| Participant deferral / active EE | $5,322 | $5,331-0.2% | $6,276-15.2% | $5,331-0.2% |
| Admin fee / account holder | $12 | $109-89.4% | $10,363-99.9% | $109-89.4% |