Filed December 23, 2016
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 9-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 | $32,796 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,871 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $9,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,639 | $65,908+5.7% | $81,812-14.9% | $77,643-10.3% |
| Participation rate | 39.4% | 65.8%-26.4pp | 72.3%-33.0pp | 70.6%-31.2pp |
| Annual return | 12.10% | 26.64%-14.5pp | 773.79%-761.7pp | 31.24%-19.1pp |
| Employer contribution / active EE | $790 | $2,370-66.7% | $2,912-72.9% | $2,726-71.0% |
| Participant deferral / active EE | $2,073 | $3,505-40.9% | $4,319-52.0% | $4,647-55.4% |
| Admin fee / account holder | $86 | $526-83.6% | $7,386-98.8% | $430-80.0% |