Filed November 18, 2024 (most recent of 3 filings on file)
Total covered: 10 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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,764 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $1,333 |
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 202 MONTROSE W. AVE · AKRON, OH 44321 | Contract Administrator | $710 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,600 | $65,061-86.8% | $143,757-94.0% | $66,914-87.1% |
| Participation rate | 72.9% | 65.2%+7.7pp | 80.3%-7.4pp | 69.8%+3.1pp |
| Annual return | -17.88% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $936 | $2,361-60.4% | $4,951-81.1% | $2,544-63.2% |
| Participant deferral / active EE | $2,169 | $2,919-25.7% | $5,637-61.5% | $4,237-48.8% |
| Admin fee / account holder | $62 | $502-87.7% | $14,673-99.6% | $593-89.6% |