Filed July 16, 2020
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 ANN INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $204,925 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $90,867 |
FLORIDA RETIREMENT CONSULTANTS10+ years Service code 13 · EIN 87-1603224 | Contract Administrator | $9,265 |
ASSURANCE DIMENSIONS6 years Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,433 | $106,028-19.4% | $146,958-41.9% | $77,643+10.0% |
| Participation rate | 84.4% | 78.4%+6.0pp | 82.2%+2.2pp | 70.6%+13.8pp |
| Annual return | 16.04% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $5,177 | $4,063+27.4% | $4,933+5.0% | $2,726+89.9% |
| Participant deferral / active EE | $11,030 | $7,990+38.0% | $8,070+36.7% | $4,647+137.3% |
| Admin fee / account holder | $380 | $337+12.6% | $12,998-97.1% | $430-11.7% |