Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
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 |
|---|---|---|
Service code 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $8,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $91,540 | $91,407+0.1% | $135,903-32.6% | $71,457+28.1% |
| Participation rate | 97.3% | 75.7%+21.7pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 15.39% | 29.90%-14.5pp | 68.23%-52.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $3,629 | $3,703-2.0% | $4,856-25.3% | $2,588+40.3% |
| Participant deferral / active EE | $10,503 | $7,092+48.1% | $7,758+35.4% | $4,289+144.9% |
| Admin fee / account holder | $22 | $1,266-98.3% | $10,762-99.8% | $1,587-98.6% |