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 | $42,513 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,204 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 99 | Other Fees | $3,505 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 PO BOX 632886 · CINCINNATI, OH 45263 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,322 | $58,208-11.8% | $81,812-37.3% | $80,856-36.5% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.3%+13.1pp | 67.6%+17.8pp |
| Annual return | 14.41% | 41.66%-27.2pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,762 | $2,340+60.8% | $2,912+29.2% | $2,755+36.6% |
| Participant deferral / active EE | $4,408 | $3,281+34.4% | $4,319+2.1% | $4,296+2.6% |
| Admin fee / account holder | $293 | $4,981-94.1% | $7,386-96.0% | $6,918-95.8% |