Filed July 28, 2020 (most recent of 2 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $27,522 |
Filed as: HUB INVESTMENT ADVISORS INC Service code 27 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $15,909 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,643 | $46,292-27.3% | $143,757-76.6% | $64,808-48.1% |
| Participation rate | 40.7% | 64.2%-23.5pp | 80.3%-39.6pp | 71.5%-30.8pp |
| Annual return | -15.42% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $936 | $1,910-51.0% | $4,951-81.1% | $2,506-62.6% |
| Participant deferral / active EE | $1,274 | $2,646-51.8% | $5,637-77.4% | $4,310-70.4% |
| Admin fee / account holder | $290 | $154+88.5% | $14,673-98.0% | $188+54.3% |