Filed June 20, 2020
Total covered: 5 employees
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 |
|---|---|---|
LVZ INC1 year Service code 27 240 SOUTH RIVER AVE · HOLLAND, MI 49423 | Advisory (Plan) | $118,429 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,525 | $106,236-37.4% | $112,228-40.7% | $64,808+2.6% |
| Participation rate | 97.0% | 71.7%+25.4pp | 75.1%+22.0pp | 71.5%+25.6pp |
| Annual return | -14.39% | -6.02%-8.4pp | 27.45%-41.8pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,131 | $3,166-1.1% | $3,635-13.8% | $2,506+25.0% |
| Participant deferral / active EE | $6,295 | $3,785+66.3% | $4,728+33.1% | $4,310+46.0% |
| Admin fee / account holder | $57 | $452-87.3% | $6,410-99.1% | $188-69.5% |