Filed September 16, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INS CO Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,266 |
Filed as: GW HENSSLER AND ASSOC Service code 27 3755 CHEROKEE ST · KENNESAW, GA 30144 | Advisory (Plan) | $14,998 |
FLORIDA RETIREMENT CONSULTANTS9+ years Service code 13 · EIN 87-1603224 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $9,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,231 | $55,415-76.1% | $155,509-91.5% | $74,495-82.2% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 11.76% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $793 | $2,267-65.0% | $4,672-83.0% | $2,623-69.8% |
| Participant deferral / active EE | $1,946 | $2,836-31.4% | $5,626-65.4% | $4,346-55.2% |
| Admin fee / account holder | $124 | $1,738-92.8% | $15,912-99.2% | $1,942-93.6% |