Filed December 14, 2017
Total covered: 15 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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $54,234 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $42,273 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $7,500 |
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 | $166,187 | $102,553+62.1% | $151,611+9.6% | $66,914+148.4% |
| Participation rate | 95.8% | 85.5%+10.3pp | 87.5%+8.3pp | 69.8%+26.0pp |
| Annual return | -16.68% | -10.82%-5.9pp | 3.33%-20.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,084 | $4,180+21.6% | $6,166-17.5% | $2,544+99.8% |
| Participant deferral / active EE | $7,300 | $6,641+9.9% | $8,363-12.7% | $4,237+72.3% |
| Admin fee / account holder | $458 | $630-27.2% | $11,616-96.1% | $593-22.7% |