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) | $22,271 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,045 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,833 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,796 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD #249 · FREDERICKSBURG, VA 22401 | Contract Administrator | $7,010 |
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 | $121,445 | $130,194-6.7% | $169,993-28.6% | $71,457+70.0% |
| Participation rate | 85.3% | 86.1%-0.8pp | 87.0%-1.7pp | 67.9%+17.4pp |
| Annual return | 14.64% | 20.37%-5.7pp | 53.37%-38.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $7,005 | $4,381+59.9% | $6,785+3.2% | $2,588+170.7% |
| Participant deferral / active EE | $4,703 | $6,923-32.1% | $10,408-54.8% | $4,289+9.7% |
| Admin fee / account holder | $92 | $966-90.5% | $12,815-99.3% | $1,587-94.2% |