Filed March 16, 2022
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $240,509 |
Filed as: PYRAMID HEALTHCARE INC Service code 13 PO BOX 967 · DUNCANSVILLE, PA 16602 | Contract Administrator | $206,625 |
FIRST NATIONAL TRUST COMPANY6 years Service code 25 4140 E STATE ST · HERMITAGE, PA 16148 | Directed Trustee | $105,671 |
Annual investment return 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 | $17,276 | $57,610-70.0% | $154,803-88.8% | $102,872-83.2% |
| Participation rate | 92.3% | 59.5%+32.8pp | 78.1%+14.2pp | 73.0%+19.2pp |
| Annual return | 11.90% | 30.49%-18.6pp | 58.88%-47.0pp | 19.06%-7.2pp |
| Employer contribution / active EE | $1,339 | $1,883-28.9% | $4,305-68.9% | $3,526-62.0% |
| Participant deferral / active EE | $2,925 | $2,914+0.4% | $5,540-47.2% | $5,535-47.2% |
| Admin fee / account holder | $138 | $368-62.5% | $14,329-99.0% | $292-52.8% |