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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,781 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $7,000 |
FRANCIS LLC2 years Filed as: FRANCIS W PALMIERI PC DBA PALMIERI Service code 29 475 WALL STREET · PRINCETON, NJ 08540 | Legal | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,271 | $57,610+25.4% | $154,803-53.3% | $102,872-29.7% |
| Participation rate | 43.2% | 59.5%-16.2pp | 78.1%-34.8pp | 73.0%-29.8pp |
| Annual return | 13.35% | 30.49%-17.1pp | 58.88%-45.5pp | 19.06%-5.7pp |
| Employer contribution / active EE | $787 | $1,883-58.2% | $4,305-81.7% | $3,526-77.7% |
| Participant deferral / active EE | $2,431 | $2,914-16.6% | $5,540-56.1% | $5,535-56.1% |
| Admin fee / account holder | $67 | $368-81.8% | $14,329-99.5% | $292-77.0% |