Filed October 9, 2020 (most recent of 4 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,927 |
STIFEL NICOLAUS & CO INC5 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $79,724 |
Service code 99 4145 EMBASSY DR SE · GRAND RAPIDS, MI 49546 | Other Fees | $13,270 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,064 | $89,178+4.4% | $91,541+1.7% | $102,872-9.5% |
| Participation rate | 92.4% | 79.7%+12.8pp | 69.8%+22.6pp | 73.0%+19.4pp |
| Annual return | 12.74% | 14.52%-1.8pp | 20.50%-7.8pp | 19.06%-6.3pp |
| Employer contribution / active EE | $4,719 | $3,455+36.6% | $2,505+88.4% | $3,526+33.8% |
| Participant deferral / active EE | $4,753 | $4,657+2.1% | $4,008+18.6% | $5,535-14.1% |
| Admin fee / account holder | $171 | $134+27.9% | $6,956-97.5% | $292-41.3% |