Filed February 24, 2017 (most recent of 4 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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $98,397 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY PC Service code 10 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Accounting | $16,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,963 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,739 | $122,693+12.3% | $184,203-25.2% | $199,593-31.0% |
| Participation rate | 96.2% | 86.8%+9.4pp | 86.8%+9.4pp | 72.0%+24.2pp |
| Annual return | 10.71% | 143.91%-133.2pp | 28.81%-18.1pp | 34.25%-23.5pp |
| Employer contribution / active EE | $7,499 | $4,584+63.6% | $6,427+16.7% | $3,034+147.1% |
| Participant deferral / active EE | $7,501 | $7,990-6.1% | $9,131-17.9% | $5,087+47.5% |
| Admin fee / account holder | $117 | $121-3.0% | $13,901-99.2% | $269-56.5% |