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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,240 |
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $45,019 |
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 | $139,438 | $129,021+8.1% | $184,203-24.3% | $77,643+79.6% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 12.36% | 33.27%-20.9pp | 28.81%-16.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $6,934 | $4,413+57.1% | $6,427+7.9% | $2,726+154.4% |
| Participant deferral / active EE | $5,653 | $7,297-22.5% | $9,131-38.1% | $4,647+21.6% |
| Admin fee / account holder | $293 | $254+15.3% | $13,901-97.9% | $430-32.0% |