Filed October 10, 2019
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 | $140,356 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,500 |
CARR, RIGGS & INGRAM, LLC6 years Service code 10 2633 CENTENNIAL BLVD STE 200 · TALLAHASSEE, FL 32308 | Accounting | $7,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,538 | $98,780-48.8% | $60,874-17.0% | $77,904-35.1% |
| Participation rate | 99.3% | 76.7%+22.7pp | 73.1%+26.2pp | 73.7%+25.7pp |
| Annual return | -13.75% | -11.56%-2.2pp | 16.90%-30.6pp | 12.21%-26.0pp |
| Employer contribution / active EE | $2,035 | $3,605-43.5% | $2,701-24.7% | $2,848-28.5% |
| Participant deferral / active EE | $2,519 | $4,200-40.0% | $3,817-34.0% | $4,806-47.6% |
| Admin fee / account holder | $123 | $89+38.5% | $3,224-96.2% | $133-7.4% |