Filed August 22, 2017 (most recent of 2 filings on file)
Total covered: 4 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 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: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $58,654 |
Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $20,077 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,844 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,062 | $132,049-9.1% | $200,582-40.1% | $74,304+61.6% |
| Participation rate | 99.2% | 84.1%+15.1pp | 86.9%+12.3pp | 60.3%+38.8pp |
| Annual return | 17.13% | 22.22%-5.1pp | 42.33%-25.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,807 | $4,558-16.5% | $6,419-40.7% | $2,241+69.9% |
| Participant deferral / active EE | $8,044 | $7,213+11.5% | $9,331-13.8% | $3,767+113.5% |
| Admin fee / account holder | $366 | $2,405-84.8% | $16,305-97.8% | $2,969-87.7% |