Filed December 24, 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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $71,965 |
Filed as: DM DIPIERO FAMTR FBO DM DIPIERO III Service code 13 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Contract Administrator | $39,762 |
FRANCIS LLC1 year Filed as: FRANCIS W PALMIERI PC DBA PALMIERI Service code 29 475 WALL STREET · PRINCETON, NJ 08540 | Legal | $13,800 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $8,000 |
PALMIERI & EISENBERG3 years Service code 27 · EIN 22-3243326 | Advisory (Plan) | $863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,722 | $53,136+29.3% | $155,509-55.8% | $199,593-65.6% |
| Participation rate | 47.8% | 64.1%-16.2pp | 78.2%-30.3pp | 72.0%-24.1pp |
| Annual return | 11.74% | 41.15%-29.4pp | 64.67%-52.9pp | 34.25%-22.5pp |
| Employer contribution / active EE | $804 | $1,851-56.6% | $4,672-82.8% | $3,034-73.5% |
| Participant deferral / active EE | $2,542 | $3,161-19.6% | $5,626-54.8% | $5,087-50.0% |
| Admin fee / account holder | $115 | $185-37.8% | $15,912-99.3% | $269-57.1% |