Filed January 21, 2015 (most recent of 3 filings on file)
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,985 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $1,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,798 | $155,364-19.7% | $103,476+20.6% | $77,643+60.7% |
| Participation rate | 88.0% | 85.5%+2.5pp | 80.5%+7.5pp | 70.6%+17.4pp |
| Annual return | 16.26% | 19.02%-2.8pp | 23.90%-7.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $9,024 | $5,949+51.7% | $4,672+93.2% | $2,726+231.1% |
| Participant deferral / active EE | $6,971 | $8,482-17.8% | $6,623+5.3% | $4,647+50.0% |
| Admin fee / account holder | $58 | $503-88.5% | $9,413-99.4% | $430-86.6% |