Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $223,597 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $16,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,706 | $59,339-24.7% | $149,673-70.1% | $103,482-56.8% |
| Participation rate | 91.2% | 70.2%+21.0pp | 78.8%+12.5pp | 73.3%+18.0pp |
| Annual return | 19.43% | 77.78%-58.3pp | 134.42%-115.0pp | 33.11%-13.7pp |
| Employer contribution / active EE | $1,543 | $2,178-29.1% | $4,818-68.0% | $3,208-51.9% |
| Participant deferral / active EE | $4,032 | $3,716+8.5% | $5,680-29.0% | $5,207-22.6% |
| Admin fee / account holder | $40 | $103-60.9% | $13,210-99.7% | $114-64.7% |