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 | $87,870-19.2% | $113,168-37.3% | $74,304-4.5% |
| Participation rate | 86.7% | 70.7%+16.0pp | 76.6%+10.1pp | 60.3%+26.3pp |
| Annual return | 12.25% | 26.44%-14.2pp | 24.27%-12.0pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,579 | $2,277-30.7% | $2,975-46.9% | $2,241-29.5% |
| Participant deferral / active EE | $5,200 | $4,241+22.6% | $5,107+1.8% | $3,767+38.0% |
| Admin fee / account holder | $273 | $3,368-91.9% | $12,068-97.7% | $2,969-90.8% |