Filed October 26, 2023
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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,978 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,086 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 99 · EIN 47-0644967 PO BOX 632886 · CINCINNATI, OH 45236 | Other Fees | $3,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,814 | $58,264-16.2% | $86,612-43.6% | $71,457-31.7% |
| Participation rate | 81.7% | 65.0%+16.7pp | 71.7%+10.0pp | 67.9%+13.8pp |
| Annual return | 13.94% | 21.63%-7.7pp | 591.07%-577.1pp | 28.85%-14.9pp |
| Employer contribution / active EE | $3,051 | $2,574+18.5% | $3,022+0.9% | $2,588+17.9% |
| Participant deferral / active EE | $3,881 | $3,436+12.9% | $4,438-12.5% | $4,289-9.5% |
| Admin fee / account holder | $280 | $1,057-73.5% | $5,614-95.0% | $1,587-82.4% |