Filed April 7, 2017
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 | $32,074 |
HORAN SECURITIES INC6 years Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $12,212 |
HORAN SECURITIES INC1 year Filed as: HORAN WEALTH LLC Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $4,462 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,977 | $132,049-25.8% | $200,582-51.2% | $74,304+31.9% |
| Participation rate | 98.1% | 84.1%+14.0pp | 86.9%+11.2pp | 60.3%+37.7pp |
| Annual return | 16.93% | 22.22%-5.3pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,412 | $4,558-47.1% | $6,419-62.4% | $2,241+7.6% |
| Participant deferral / active EE | $5,516 | $7,213-23.5% | $9,331-40.9% | $3,767+46.4% |
| Admin fee / account holder | $273 | $2,405-88.7% | $16,305-98.3% | $2,969-90.8% |