Filed September 12, 2017
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 | $126,379 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $124,358 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,286 | $86,897+45.3% | $151,611-16.7% | $64,808+94.9% |
| Participation rate | 98.7% | 87.3%+11.5pp | 87.5%+11.2pp | 71.5%+27.3pp |
| Annual return | -10.72% | -3.57%-7.2pp | 3.33%-14.1pp | 32.82%-43.5pp |
| Employer contribution / active EE | $6,612 | $4,010+64.9% | $6,166+7.2% | $2,506+163.9% |
| Participant deferral / active EE | $5,614 | $6,690-16.1% | $8,363-32.9% | $4,310+30.2% |
| Admin fee / account holder | $566 | $153+270.2% | $11,616-95.1% | $188+201.5% |