Filed July 1, 2019
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: GROVE POINT INVESTMENTS, LLC Service code 27 · EIN 52-1321340 | Advisory (Plan) | $8,798 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,725 |
MINNESOTA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,339 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,924 | $138,347-44.4% | $184,203-58.2% | $80,856-4.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.85% | 20.02%-5.2pp | 28.81%-14.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,480 | $4,850-7.6% | $6,427-30.3% | $2,755+62.6% |
| Participant deferral / active EE | $7,153 | $7,071+1.2% | $9,131-21.7% | $4,296+66.5% |
| Admin fee / account holder | $130 | $10,483-98.8% | $13,901-99.1% | $6,918-98.1% |