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 | $103,090 |
FRANCIS LLC1 year Filed as: FRANCIS, LLC Service code 26 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Participants) | $66,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,177 | $100,227+14.9% | $169,993-32.2% | $74,419+54.8% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.8pp |
| Annual return | 19.87% | 66.08%-46.2pp | 53.37%-33.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,702 | $4,263-36.6% | $6,785-60.2% | $2,637+2.4% |
| Participant deferral / active EE | $7,234 | $7,143+1.3% | $10,408-30.5% | $4,528+59.8% |
| Admin fee / account holder | $176 | $234-24.8% | $12,815-98.6% | $348-49.3% |