Filed December 23, 2016
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 |
|---|---|---|
NFP RETIREMENT INC5 years Service code 13 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Contract Administrator | $25,031 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,897 |
NFP RETIREMENT INC6 years Filed as: NFP CORPORATE SERVICES (PA) INC Service code 13 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Contract Administrator | $7,632 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,267 | $93,351-61.1% | $62,929-42.4% | $79,634-54.5% |
| Participation rate | 61.6% | 74.6%-13.0pp | 73.1%-11.5pp | 62.5%-0.8pp |
| Annual return | 14.18% | 14.37%-0.2pp | 1063.93%-1049.7pp | 36.46%-22.3pp |
| Employer contribution / active EE | $633 | $3,135-79.8% | $2,505-74.7% | $2,529-75.0% |
| Participant deferral / active EE | $1,779 | $3,921-54.6% | $3,888-54.2% | $3,835-53.6% |
| Admin fee / account holder | $203 | $229-11.5% | $5,065-96.0% | $1,002-79.8% |