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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,654 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $52,363 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN PLUS Service code 10 · EIN 25-1644159 | Accounting | $11,700 |
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 | $184,494 | $129,021+43.0% | $184,203+0.2% | $77,643+137.6% |
| Participation rate | 98.9% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 32.37% | 33.27%-0.9pp | 28.81%+3.6pp | 31.24%+1.1pp |
| Employer contribution / active EE | $5,100 | $4,413+15.6% | $6,427-20.6% | $2,726+87.1% |
| Participant deferral / active EE | $7,908 | $7,297+8.4% | $9,131-13.4% | $4,647+70.2% |
| Admin fee / account holder | $363 | $254+43.1% | $13,901-97.4% | $430-15.6% |