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 | $517,043 |
NEPC, LLC8+ years Filed as: NEPC LLC Service code 16 · EIN 04-2927339 | Consulting | $72,283 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $19,100 |
RENKIM CORPORATION6 years Service code 38 13333 ALLEN RD · SOUTHGATE, MI 48195 | Participant Communication | $11,916 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $8,100 |
CLARK HILL PLC6 years Service code 29 · EIN 38-0425840 | Legal | $6,142 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Distribution (1... | $2,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,122 | $83,057-13.2% | $143,757-49.8% | $89,394-19.3% |
| Participation rate | 86.6% | 74.0%+12.5pp | 80.3%+6.3pp | 71.3%+15.3pp |
| Annual return | -14.37% | -13.97%-0.4pp | -0.04%-14.3pp | -11.89%-2.5pp |
| Employer contribution / active EE | $3,728 | $2,095+77.9% | $4,951-24.7% | $3,022+23.4% |
| Participant deferral / active EE | $1,768 | $4,281-58.7% | $5,637-68.6% | $5,123-65.5% |
| Admin fee / account holder | $30 | $83-63.8% | $14,673-99.8% | $79-62.2% |