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) | $71,115 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,960 |
PEAK RETIREMENT GROUP4 years Filed as: PEAK RETIREMENT GROUP DBA TGB Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $13,175 |
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 | $80,646 | $108,549-25.7% | $156,263-48.4% | $85,563-5.7% |
| Participation rate | 83.9% | 77.1%+6.8pp | 78.9%+5.0pp | 66.0%+17.9pp |
| Annual return | 20.08% | 21.79%-1.7pp | 59.47%-39.4pp | 31.51%-11.4pp |
| Employer contribution / active EE | $1,761 | $2,690-34.5% | $4,333-59.4% | $2,654-33.6% |
| Participant deferral / active EE | $5,394 | $4,800+12.4% | $6,158-12.4% | $4,375+23.3% |
| Admin fee / account holder | $55 | $650-91.5% | $14,255-99.6% | $834-93.3% |