Filed December 4, 2018 (most recent of 3 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 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: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $37,298 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,732 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD #249 · FREDERICKSBURG, VA 22401 | Contract Administrator | $6,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,825 | $102,553+2.2% | $151,611-30.9% | $66,914+56.7% |
| Participation rate | 93.2% | 85.5%+7.7pp | 87.5%+5.7pp | 69.8%+23.4pp |
| Annual return | -16.34% | -10.82%-5.5pp | 3.33%-19.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $7,101 | $4,180+69.9% | $6,166+15.2% | $2,544+179.1% |
| Participant deferral / active EE | $4,909 | $6,641-26.1% | $8,363-41.3% | $4,237+15.9% |
| Admin fee / account holder | $89 | $630-85.8% | $11,616-99.2% | $593-84.9% |