Filed February 19, 2016 (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 9-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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $157,180 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $146,278 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06820 | Advisory (Plan) | $73,793 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $24,675 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $13,828 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,544 | $112,623+70.1% | $106,213+80.3% | $199,593-4.0% |
| Participation rate | 98.6% | 86.2%+12.4pp | 75.3%+23.4pp | 72.0%+26.7pp |
| Annual return | 14.19% | 15.57%-1.4pp | 116.14%-101.9pp | 34.25%-20.1pp |
| Employer contribution / active EE | $8,824 | $4,575+92.9% | $3,171+178.2% | $3,034+190.8% |
| Participant deferral / active EE | $10,166 | $6,659+52.7% | $5,016+102.7% | $5,087+99.9% |
| Admin fee / account holder | $260 | $107+143.3% | $11,033-97.6% | $269-3.2% |