Filed December 15, 2017
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 | $10,309 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,650 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $922 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,770 | $57,281+60.2% | $86,612+6.0% | $75,163+22.1% |
| Participation rate | 87.7% | 63.2%+24.5pp | 71.7%+16.0pp | 67.2%+20.5pp |
| Annual return | 18.77% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,140 | $2,314+35.7% | $3,022+3.9% | $2,670+17.6% |
| Participant deferral / active EE | $9,197 | $3,318+177.2% | $4,438+107.3% | $4,125+123.0% |
| Admin fee / account holder | $151 | $4,112-96.3% | $5,614-97.3% | $5,651-97.3% |