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: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $19,253 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,229 | $87,870+31.1% | $113,168+1.8% | $74,304+55.1% |
| Participation rate | 83.0% | 70.7%+12.3pp | 76.6%+6.5pp | 60.3%+22.7pp |
| Annual return | 15.31% | 26.44%-11.1pp | 24.27%-9.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,505 | $2,277+53.9% | $2,975+17.8% | $2,241+56.4% |
| Participant deferral / active EE | $6,214 | $4,241+46.5% | $5,107+21.7% | $3,767+65.0% |
| Admin fee / account holder | $10 | $3,368-99.7% | $12,068-99.9% | $2,969-99.7% |