Filed November 18, 2021 (most recent of 2 filings on file)
Total covered: 12 employees
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 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,622 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SPECIALISTS LTD Service code 13 10501 N 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $4,557 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,549 | $110,094-2.3% | $151,611-29.1% | $68,494+57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.66% | -10.12%-4.5pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,359 | $4,471-47.2% | $6,166-61.7% | $2,596-9.1% |
| Participant deferral / active EE | $6,349 | $6,527-2.7% | $8,363-24.1% | $4,027+57.7% |
| Admin fee / account holder | $50,572 | $7,719+555.2% | $11,616+335.4% | $5,403+836.0% |