Filed January 18, 2024
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 |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC8+ years Service code 27 6802 PARAGON PLACE, SUITE 126 · RICHMOND, VA 23230 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,784 |
Filed as: EMEMPOWER POWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,399 | $86,897+119.1% | $151,611+25.6% | $64,808+193.8% |
| Participation rate | 91.1% | 87.3%+3.9pp | 87.5%+3.6pp | 71.5%+19.7pp |
| Annual return | -15.99% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,417 | $4,010-14.8% | $6,166-44.6% | $2,506+36.4% |
| Participant deferral / active EE | $5,435 | $6,690-18.8% | $8,363-35.0% | $4,310+26.1% |
| Admin fee / account holder | $111 | $153-27.3% | $11,616-99.0% | $188-40.8% |