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 | $10,440 |
WIPFLI LLP1 year Service code 13 11 SCOTT STREET SUITE 400 · WAUSAU, WI 54403 | Contract Administrator | $1,450 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $0 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SPECIALISTS LTD Service code 13 10501 N 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | -$570 |
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 | $115,661 | $125,758-8.0% | $169,993-32.0% | $75,163+53.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.35% | 27.20%-6.8pp | 53.37%-33.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,804 | $4,615-39.2% | $6,785-58.7% | $2,670+5.0% |
| Participant deferral / active EE | $5,849 | $6,837-14.5% | $10,408-43.8% | $4,125+41.8% |
| Admin fee / account holder | $19,510 | $8,173+138.7% | $12,815+52.2% | $5,651+245.3% |