Filed October 25, 2017 (most recent of 6 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: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $622,595 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 16 · EIN 04-2927339 | Consulting | $37,706 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $20,400 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $8,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,077 | $73,283+40.7% | $155,509-33.7% | $106,382-3.1% |
| Participation rate | 93.8% | 73.3%+20.6pp | 78.2%+15.7pp | 69.9%+24.0pp |
| Annual return | 11.73% | 15.77%-4.0pp | 64.67%-52.9pp | 17.37%-5.6pp |
| Employer contribution / active EE | $3,462 | $2,247+54.1% | $4,672-25.9% | $3,364+2.9% |
| Participant deferral / active EE | $1,808 | $4,580-60.5% | $5,626-67.9% | $5,569-67.5% |
| Admin fee / account holder | $39 | $56-31.0% | $15,912-99.8% | $79-51.1% |