Filed April 11, 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 6-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 Service code 15 · EIN 84-0467907 | Recordkeeping | $436,759 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $245,315 |
CHARLES SCHWAB & CO., INC.5 years Filed as: REA & ASSOCIATES INC Service code 10 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Accounting | $28,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,937 | $112,623+48.2% | $106,213+57.2% | $199,593-16.4% |
| Participation rate | 96.7% | 86.2%+10.4pp | 75.3%+21.4pp | 72.0%+24.7pp |
| Annual return | 15.18% | 15.57%-0.4pp | 116.14%-101.0pp | 34.25%-19.1pp |
| Employer contribution / active EE | $9,681 | $4,575+111.6% | $3,171+205.3% | $3,034+219.1% |
| Participant deferral / active EE | $7,138 | $6,659+7.2% | $5,016+42.3% | $5,087+40.3% |
| Admin fee / account holder | $299 | $107+179.1% | $11,033-97.3% | $269+11.0% |