Filed July 29, 2015 (most recent of 2 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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $394,615 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM LLC Service code 99 14600 BRANCH ST · OMAHA, NE 68154 | Other Fees | $160,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,296 | $88,480-46.5% | $96,683-51.1% | $80,160-41.0% |
| Participation rate | 73.7% | 79.9%-6.2pp | 74.3%-0.6pp | 72.9%+0.8pp |
| Annual return | 18.46% | 22.53%-4.1pp | 35.69%-17.2pp | 40.38%-21.9pp |
| Employer contribution / active EE | $2,165 | $4,176-48.2% | $3,737-42.1% | $2,978-27.3% |
| Participant deferral / active EE | $2,950 | $3,959-25.5% | $4,878-39.5% | $5,017-41.2% |
| Admin fee / account holder | $170 | $212-19.6% | $6,730-97.5% | $145+17.4% |