Filed November 27, 2023 (most recent of 4 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: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $25,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $15,145 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $743 |
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 | $44,651 | $56,503-21.0% | $70,092-36.3% | $64,808-31.1% |
| Participation rate | 52.0% | 70.5%-18.5pp | 70.5%-18.5pp | 71.5%-19.5pp |
| Annual return | -13.72% | -13.44%-0.3pp | 190.73%-204.5pp | 32.82%-46.5pp |
| Employer contribution / active EE | $770 | $2,046-62.4% | $2,559-69.9% | $2,506-69.3% |
| Participant deferral / active EE | $2,657 | $3,389-21.6% | $3,849-31.0% | $4,310-38.4% |
| Admin fee / account holder | $33 | $160-79.6% | $6,267-99.5% | $188-82.6% |