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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,514 |
ASCENSUS LLC7 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Plan) | $72,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,274 | $129,021-2.1% | $184,203-31.4% | $77,643+62.6% |
| Participation rate | 99.1% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.5pp |
| Annual return | 15.00% | 33.27%-18.3pp | 28.81%-13.8pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,598 | $4,413+4.2% | $6,427-28.5% | $2,726+68.7% |
| Participant deferral / active EE | $7,562 | $7,297+3.6% | $9,131-17.2% | $4,647+62.7% |
| Admin fee / account holder | $170 | $254-33.0% | $13,901-98.8% | $430-60.5% |