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 | $21,717 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $21,401 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,926 | $58,208+68.2% | $81,812+19.7% | $80,856+21.1% |
| Participation rate | 92.4% | 63.4%+29.0pp | 72.3%+20.1pp | 67.6%+24.8pp |
| Annual return | 16.30% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,082 | $2,340+31.7% | $2,912+5.8% | $2,755+11.9% |
| Participant deferral / active EE | $9,201 | $3,281+180.4% | $4,319+113.1% | $4,296+114.2% |
| Admin fee / account holder | $297 | $4,981-94.0% | $7,386-96.0% | $6,918-95.7% |