Filed June 8, 2016
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,240 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $12,688 |
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 | $68,711 | $65,435+5.0% | $86,677-20.7% | $66,914+2.7% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.5pp |
| Annual return | -19.78% | -10.89%-8.9pp | 35.91%-55.7pp | 1.58%-21.4pp |
| Employer contribution / active EE | $3,436 | $2,153+59.6% | $2,836+21.2% | $2,544+35.1% |
| Participant deferral / active EE | $5,846 | $4,100+42.6% | $4,656+25.6% | $4,237+38.0% |
| Admin fee / account holder | $271 | $642-57.8% | $7,493-96.4% | $593-54.4% |