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 |
|---|---|---|
GAS SOUTH LLC8 years Service code 99 788 CIRCLE 75 PKWY STE 800 · ATLANTA, GA 30339 | Other Fees | $91,706 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,958 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $2,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,959 | $197,941-24.2% | $100,534+49.2% | $85,563+75.3% |
| Participation rate | 92.3% | 83.8%+8.5pp | 80.6%+11.7pp | 66.0%+26.3pp |
| Annual return | 19.35% | 21.00%-1.7pp | 32.66%-13.3pp | 31.51%-12.2pp |
| Employer contribution / active EE | $10,019 | $7,157+40.0% | $4,346+130.5% | $2,654+277.6% |
| Participant deferral / active EE | $7,398 | $9,061-18.4% | $6,144+20.4% | $4,375+69.1% |
| Admin fee / account holder | $225 | $1,158-80.6% | $7,654-97.1% | $834-73.1% |