Filed October 8, 2018 (most recent of 3 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $179,748 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $78,803 |
Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $43,422 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,617 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,770 | $129,021-28.1% | $184,203-49.6% | $77,643+19.5% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.9pp |
| Annual return | 14.93% | 33.27%-18.3pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $5,571 | $4,413+26.2% | $6,427-13.3% | $2,726+104.4% |
| Participant deferral / active EE | $7,160 | $7,297-1.9% | $9,131-21.6% | $4,647+54.1% |
| Admin fee / account holder | $469 | $254+84.9% | $13,901-96.6% | $430+9.1% |