Filed February 5, 2018 (most recent of 3 filings on file)
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $197,177 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $105,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,405 | $103,282-6.7% | $81,382+18.5% | $99,062-2.7% |
| Participation rate | 53.2% | 73.2%-20.0pp | 69.5%-16.3pp | 71.6%-18.4pp |
| Annual return | 13.68% | 15.11%-1.4pp | 24.73%-11.1pp | 17.66%-4.0pp |
| Employer contribution / active EE | $2,773 | $3,061-9.4% | $2,463+12.6% | $3,262-15.0% |
| Participant deferral / active EE | $4,757 | $4,549+4.6% | $3,883+22.5% | $5,331-10.8% |
| Admin fee / account holder | $34 | $78-56.2% | $5,768-99.4% | $109-68.4% |