Filed January 4, 2018 (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: GALLAGHER BENEFIT SERVICES .00 INC Service code 27 GALLAGHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $62,060 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,287 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 | Other Fees | $9,417 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 | Other Fees | $3,942 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,736 | $83,884-50.2% | $64,056-34.8% | $74,419-43.9% |
| Participation rate | 53.4% | 76.6%-23.2pp | 72.3%-18.9pp | 70.7%-17.3pp |
| Annual return | 19.22% | 16.57%+2.6pp | 33.69%-14.5pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,543 | $3,084-50.0% | $2,747-43.8% | $2,637-41.5% |
| Participant deferral / active EE | $4,638 | $3,692+25.6% | $3,880+19.5% | $4,528+2.4% |
| Admin fee / account holder | $153 | $196-22.0% | $3,068-95.0% | $348-56.0% |