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) | $53,794 |
PEAK RETIREMENT GROUP2 years Filed as: PEAK RETIREMENT GROUP DBA TGB Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $12,350 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,099 |
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 | $52,561 | $53,165-1.1% | $86,188-39.0% | $74,419-29.4% |
| Participation rate | 87.1% | 64.9%+22.2pp | 69.0%+18.1pp | 70.7%+16.3pp |
| Annual return | 24.10% | 22.64%+1.5pp | 1168.45%-1144.3pp | 34.38%-10.3pp |
| Employer contribution / active EE | $1,763 | $1,210+45.7% | $2,380-25.9% | $2,637-33.2% |
| Participant deferral / active EE | $5,082 | $3,234+57.1% | $3,985+27.5% | $4,528+12.2% |
| Admin fee / account holder | $32 | $551-94.1% | $6,852-99.5% | $348-90.7% |