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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,162 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,599 |
ASAE BUSINESS SERVICES5 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 | $30,578 | $58,264-47.5% | $86,612-64.7% | $71,457-57.2% |
| Participation rate | 44.3% | 65.0%-20.7pp | 71.7%-27.4pp | 67.9%-23.6pp |
| Annual return | 17.64% | 21.63%-4.0pp | 591.07%-573.4pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,105 | $2,574-57.1% | $3,022-63.4% | $2,588-57.3% |
| Participant deferral / active EE | $1,981 | $3,436-42.3% | $4,438-55.4% | $4,289-53.8% |
| Admin fee / account holder | $186 | $1,057-82.4% | $5,614-96.7% | $1,587-88.3% |