Filed November 15, 2019
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 | $27,255 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,208 |
Filed as: SIGNATURE ESTATE SECURITIES INC Service code 55 2121 AVE OF THE STARS STE 1600 · LOS ANGELES, CA 90067 | Other Commissions | $6,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,004 | $101,499-49.7% | $147,005-65.3% | $74,546-31.6% |
| Participation rate | 82.9% | 75.5%+7.3pp | 82.2%+0.7pp | 67.2%+15.7pp |
| Annual return | 15.53% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,576 | $3,811-6.2% | $4,934-27.5% | $2,624+36.3% |
| Participant deferral / active EE | $7,755 | $7,304+6.2% | $8,070-3.9% | $4,347+78.4% |
| Admin fee / account holder | $161 | $1,748-90.8% | $13,006-98.8% | $1,944-91.7% |