Filed April 4, 2018
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 8-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 ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $76,464 |
FORVIS MAZARS, LLP5 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $28,770 |
Filed as: VARIALBE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $3,736 |
LARSON FINANCIAL GROUP LLC8+ years Service code 99 · EIN 20-4773945 | Other Fees | $2,949 |
AMERICAN FUNDS7 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 99 · EIN 47-5006020 | Other Fees | $2,582 |
SIGNATURE ESTATE & INVESTMENT8+ years Service code 99 · EIN 95-4806910 | Other Fees | $1,902 |
Service code 99 · EIN 82-3706323 | Other Fees | $1,070 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $800 |
Service code 99 · EIN 38-2340348 | Other Fees | $499 |
Service code 99 · EIN 39-1897480 | Other Fees | $43 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,082 | $121,719+25.8% | $154,803-1.1% | $140,769+8.7% |
| Participation rate | 15.4% | 76.3%-60.9pp | 78.1%-62.7pp | 74.2%-58.8pp |
| Annual return | 15.58% | 19.22%-3.6pp | 58.88%-43.3pp | 16.82%-1.2pp |
| Employer contribution / active EE | $0 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $1,966 | $5,384-63.5% | $5,540-64.5% | $6,717-70.7% |
| Admin fee / account holder | $30 | $71-57.7% | $14,329-99.8% | $229-86.9% |