Filed January 13, 2015 (most recent of 3 filings on file)
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 | $3,143,080 |
NEPC, LLC11+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $189,597 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 1 LINCOLN STREET · BOSTON, MA 02111 | Advisory (Plan) | $125,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $120,085 |
CHARLES SCHWAB & CO., INC.11+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $22,131 |
Filed as: MHM RPS Service code 10 700 WEST 47TH STREET, SUITE 1100 · KANSAS CITY, MO 64112 | Accounting | $11,460 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,194 | $142,480+53.1% | $76,735+184.3% | $142,480+53.1% |
| Participation rate | 99.1% | 76.2%+22.9pp | 69.5%+29.6pp | 76.2%+22.9pp |
| Annual return | 15.98% | 16.32%-0.3pp | 29.77%-13.8pp | 16.32%-0.3pp |
| Employer contribution / active EE | $6,237 | $3,867+61.3% | $2,454+154.1% | $3,867+61.3% |
| Participant deferral / active EE | $6,456 | $6,807-5.2% | $4,088+57.9% | $6,807-5.2% |
| Admin fee / account holder | $42 | $307-86.4% | $7,189-99.4% | $307-86.4% |