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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,363 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $14,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,439 | $76,050+11.0% | $96,544-12.5% | $71,457+18.2% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.4pp |
| Annual return | 21.20% | 22.81%-1.6pp | 25.84%-4.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,642 | $2,244+62.3% | $2,965+22.8% | $2,588+40.8% |
| Participant deferral / active EE | $6,272 | $4,215+48.8% | $4,851+29.3% | $4,289+46.2% |
| Admin fee / account holder | $287 | $2,707-89.4% | $8,252-96.5% | $1,587-82.0% |