Filed February 1, 2018
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 | $24,820 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,408 |
ASAE BUSINESS SERVICES4 years Service code 99 1575 I ST NW · WASHINGTON, DC 20005 | Other Fees | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,542 | $51,197-52.1% | $82,719-70.3% | $66,914-63.3% |
| Participation rate | 53.5% | 67.8%-14.3pp | 72.6%-19.0pp | 69.8%-16.3pp |
| Annual return | -16.21% | -9.64%-6.6pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,219 | $2,611-53.3% | $3,009-59.5% | $2,544-52.1% |
| Participant deferral / active EE | $2,221 | $3,458-35.8% | $4,395-49.5% | $4,237-47.6% |
| Admin fee / account holder | $186 | $416-55.3% | $5,329-96.5% | $593-68.7% |