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 7-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 | $714,930 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $18,400 |
NEPC, LLC2 years Filed as: NEPC Service code 16 · EIN 04-2927339 | Consulting | $12,644 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $10,100 |
CLARK HILL PLC7+ years Service code 29 · EIN 38-0425840 | Legal | $9,877 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,737 | $73,283-66.2% | $155,509-84.1% | $106,382-76.7% |
| Participation rate | 90.6% | 73.3%+17.4pp | 78.2%+12.5pp | 69.9%+20.8pp |
| Annual return | 34.42% | 15.77%+18.7pp | 64.67%-30.2pp | 17.37%+17.0pp |
| Employer contribution / active EE | $1,620 | $2,247-27.9% | $4,672-65.3% | $3,364-51.8% |
| Participant deferral / active EE | $2,634 | $4,580-42.5% | $5,626-53.2% | $5,569-52.7% |
| Admin fee / account holder | $20 | $56-63.8% | $15,912-99.9% | $79-74.3% |