Filed April 30, 2019 (most recent of 4 filings on file)
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 | $32,232 |
Filed as: COLONIAL ASSET MANAGEMENT Service code 27 359 SOUTH PINE STREET · SPARTANBURG, SC 29302 | Advisory (Plan) | $28,583 |
STRINGER RESOURCE GROUP7 years Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $11,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,925 | $122,239-51.8% | $184,200-68.0% | $74,546-21.0% |
| Participation rate | 77.9% | 85.5%-7.6pp | 86.8%-8.9pp | 67.2%+10.7pp |
| Annual return | 18.34% | 19.95%-1.6pp | 28.80%-10.5pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $2,517 | $4,537-44.5% | $6,424-60.8% | $2,624-4.1% |
| Participant deferral / active EE | $4,780 | $7,139-33.0% | $9,132-47.7% | $4,347+9.9% |
| Admin fee / account holder | $260 | $1,260-79.3% | $13,907-98.1% | $1,944-86.6% |