Filed June 13, 2019
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 9-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 | $125,800 |
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Participants) | $82,702 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,717 | $86,897+15.9% | $151,611-33.6% | $64,808+55.4% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.5%+11.0pp | 71.5%+27.0pp |
| Annual return | -16.63% | -3.57%-13.1pp | 3.33%-20.0pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,905 | $4,010+22.3% | $6,166-20.4% | $2,506+95.8% |
| Participant deferral / active EE | $7,717 | $6,690+15.4% | $8,363-7.7% | $4,310+79.0% |
| Admin fee / account holder | $225 | $153+47.1% | $11,616-98.1% | $188+19.8% |