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) | $67,842 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,399 |
PEAK RETIREMENT GROUP3 years Filed as: PEAK RETIREMENT GROUP DBA TGB Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $13,550 |
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 | $61,900 | $89,436-30.8% | $164,813-62.4% | $77,643-20.3% |
| Participation rate | 86.9% | 78.6%+8.3pp | 78.6%+8.3pp | 70.6%+16.3pp |
| Annual return | 15.07% | 28.83%-13.8pp | 69.93%-54.9pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,759 | $2,569-31.5% | $4,341-59.5% | $2,726-35.5% |
| Participant deferral / active EE | $5,261 | $4,897+7.4% | $6,031-12.8% | $4,647+13.2% |
| Admin fee / account holder | $44 | $339-87.0% | $12,690-99.7% | $430-89.7% |