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 INC2 years Service code 27 240 SOUTH RIVER AVE · HOLLAND, MI 49423 | Advisory (Plan) | $125,567 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,093 | $92,971-7.4% | $96,683-11.0% | $74,419+15.7% |
| Participation rate | 97.8% | 71.5%+26.3pp | 74.3%+23.5pp | 70.7%+27.1pp |
| Annual return | 15.37% | 37.49%-22.1pp | 35.69%-20.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,557 | $3,426+3.8% | $3,737-4.8% | $2,637+34.9% |
| Participant deferral / active EE | $7,114 | $3,970+79.2% | $4,878+45.8% | $4,528+57.1% |
| Admin fee / account holder | $91 | $633-85.7% | $6,730-98.7% | $348-73.9% |