Filed May 28, 2019
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 |
|---|---|---|
MMLIS1 year Service code 55 | Other Commissions | $38,931 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,961 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 55 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,882 | $91,407+24.6% | $135,903-16.2% | $71,457+59.4% |
| Participation rate | 70.5% | 75.7%-5.2pp | 81.9%-11.4pp | 67.9%+2.6pp |
| Annual return | 22.19% | 29.90%-7.7pp | 68.23%-46.0pp | 28.85%-6.7pp |
| Employer contribution / active EE | $985 | $3,703-73.4% | $4,856-79.7% | $2,588-61.9% |
| Participant deferral / active EE | $10,600 | $7,092+49.5% | $7,758+36.6% | $4,289+147.2% |
| Admin fee / account holder | $195 | $1,266-84.6% | $10,762-98.2% | $1,587-87.7% |