Filed October 15, 2024 (most recent of 3 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 |
|---|---|---|
Service code 13 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Contract Administrator | $84,189 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,979 |
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 | $21,790 | $52,224-58.3% | $88,946-75.5% | $102,872-78.8% |
| Participation rate | 17.0% | 40.8%-23.8pp | 68.8%-51.9pp | 73.0%-56.0pp |
| Annual return | 15.50% | 16.96%-1.5pp | 57.82%-42.3pp | 19.06%-3.6pp |
| Employer contribution / active EE | $75 | $1,241-93.9% | $2,555-97.0% | $3,526-97.9% |
| Participant deferral / active EE | $577 | $2,611-77.9% | $4,581-87.4% | $5,535-89.6% |
| Admin fee / account holder | $201 | $1,723-88.3% | $8,261-97.6% | $292-31.2% |