Filed November 17, 2017
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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,771 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S · DUBLIN, OH 43017 | Advisory (Plan) | $16,110 |
TRINITY PENSION CONSULTANTS8 years Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $4,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,645 | $58,778+37.2% | $129,295-37.6% | $77,671+3.8% |
| Participation rate | 13.0% | 59.2%-46.3pp | 69.6%-56.7pp | 70.6%-57.6pp |
| Annual return | 13.56% | 24.73%-11.2pp | 9429.28%-9415.7pp | 31.21%-17.7pp |
| Employer contribution / active EE | $446 | $1,952-77.1% | $4,157-89.3% | $2,726-83.6% |
| Participant deferral / active EE | $930 | $3,212-71.1% | $4,169-77.7% | $4,648-80.0% |
| Admin fee / account holder | $237 | $589-59.8% | $7,665-96.9% | $430-44.9% |