Filed October 10, 2018 (most recent of 3 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 |
|---|---|---|
FRANCIS LLC2 years Service code 27 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Plan) | $78,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,342 | $88,890+146.8% | $102,423+114.2% | $77,643+182.5% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 12.69% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $9,202 | $2,698+241.1% | $3,023+204.3% | $2,726+237.6% |
| Participant deferral / active EE | $7,420 | $5,145+44.2% | $5,053+46.8% | $4,647+59.7% |
| Admin fee / account holder | $271 | $235+14.9% | $9,451-97.1% | $430-37.1% |