Filed March 23, 2018 (most recent of 2 filings on file)
Total covered: 3 employees
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,319 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,505 | $138,347+2.3% | $184,203-23.2% | $80,856+75.0% |
| Participation rate | 74.1% | 83.9%-9.8pp | 86.8%-12.7pp | 67.6%+6.4pp |
| Annual return | -0.95% | 20.02%-21.0pp | 28.81%-29.8pp | 35.59%-36.5pp |
| Employer contribution / active EE | $2,560 | $4,850-47.2% | $6,427-60.2% | $2,755-7.1% |
| Participant deferral / active EE | $4,823 | $7,071-31.8% | $9,131-47.2% | $4,296+12.3% |
| Admin fee / account holder | $15,533 | $10,483+48.2% | $13,901+11.7% | $6,918+124.5% |