Filed January 31, 2024 (most recent of 2 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $131,192 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $50,327 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,325 | $44,626+8.3% | $86,188-43.9% | $80,160-39.7% |
| Participation rate | 83.8% | 63.5%+20.2pp | 69.0%+14.8pp | 72.9%+10.8pp |
| Annual return | 17.01% | 19.61%-2.6pp | 1168.45%-1151.4pp | 40.38%-23.4pp |
| Employer contribution / active EE | $1,047 | $1,099-4.7% | $2,380-56.0% | $2,978-64.8% |
| Participant deferral / active EE | $2,391 | $2,769-13.6% | $3,985-40.0% | $5,017-52.3% |
| Admin fee / account holder | $94 | $133-29.6% | $6,852-98.6% | $145-35.3% |