Filed March 22, 2018
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $193,451 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $82,740 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $51,134 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $291 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,164 | $131,799+4.1% | $200,582-31.6% | $85,563+60.3% |
| Participation rate | 97.0% | 87.9%+9.1pp | 86.9%+10.1pp | 66.0%+31.1pp |
| Annual return | 13.27% | 21.59%-8.3pp | 42.33%-29.1pp | 31.51%-18.2pp |
| Employer contribution / active EE | $3,415 | $4,532-24.6% | $6,419-46.8% | $2,654+28.7% |
| Participant deferral / active EE | $7,454 | $7,702-3.2% | $9,331-20.1% | $4,375+70.4% |
| Admin fee / account holder | $265 | $235+12.6% | $16,305-98.4% | $834-68.3% |