Filed October 15, 2018
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 ANNUMITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,681 |
JASON UNDERWOOD CPA, PLLC4 years Filed as: JASON C SMITH Service code 55 1909 11TH AVE · MONROE, WI 53566 | Other Commissions | $22,592 |
COMPENSATION SYSTEMS, INC.4 years Service code 13 | Contract Administrator | $11,994 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS INC Service code 13 1909 11TH AVE · MONROE, WI 53566 | Contract Administrator | $7,850 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $3,987 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,989 | $85,515-17.0% | $112,040-36.6% | $67,986+4.4% |
| Participation rate | 86.7% | 68.2%+18.5pp | 76.5%+10.2pp | 57.2%+29.5pp |
| Annual return | 12.25% | 29.68%-17.4pp | 24.52%-12.3pp | 31.67%-19.4pp |
| Employer contribution / active EE | $1,579 | $2,191-27.9% | $2,954-46.5% | $2,019-21.8% |
| Participant deferral / active EE | $5,200 | $4,014+29.5% | $5,098+2.0% | $3,358+54.8% |
| Admin fee / account holder | $273 | $3,774-92.8% | $12,098-97.7% | $3,203-91.5% |