Filed March 1, 2016
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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,213 |
PEAK RETIREMENT GROUP1 year Filed as: PEAK RETIREMENT GROUP DBA TGB Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $11,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,859 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,252 | $42,353-5.0% | $79,550-49.4% | $64,808-37.9% |
| Participation rate | 83.9% | 64.8%+19.1pp | 69.5%+14.4pp | 71.5%+12.4pp |
| Annual return | -14.09% | -12.24%-1.9pp | 0.16%-14.3pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,546 | $1,181+31.0% | $2,413-35.9% | $2,506-38.3% |
| Participant deferral / active EE | $4,735 | $3,170+49.4% | $3,985+18.8% | $4,310+9.9% |
| Admin fee / account holder | $26 | $160-84.0% | $6,832-99.6% | $188-86.4% |