Filed August 28, 2015 (most recent of 3 filings on file)
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $140,132 |
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $102,216 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC Service code 33 · EIN 94-1737782 | Securities brokerage | $957 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,154 | $48,698-15.5% | $93,606-56.0% | $199,593-79.4% |
| Participation rate | 60.5% | 63.5%-3.0pp | 68.7%-8.2pp | 72.0%-11.5pp |
| Annual return | 13.71% | 15.34%-1.6pp | 133.20%-119.5pp | 34.25%-20.5pp |
| Employer contribution / active EE | $1,131 | $1,135-0.4% | $2,420-53.3% | $3,034-62.7% |
| Participant deferral / active EE | $1,816 | $2,817-35.5% | $4,411-58.8% | $5,087-64.3% |
| Admin fee / account holder | $86 | $195-55.8% | $8,285-99.0% | $269-67.9% |