Filed July 19, 2023
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,912 |
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & CO Service code 27 P.O. BOX 88499 · MILWAUKEE, WI 53288 | Advisory (Plan) | $34,499 |
FORVIS MAZARS, LLP2 years Service code 10 910 E ST. LOUIS · SPRINGFIELD, MO 65807 | Accounting | $29,400 |
ASCENSUS LLC6 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $21,717 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,209 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,776 | $59,623-53.4% | $95,585-70.9% | $85,563-67.5% |
| Participation rate | 93.8% | 57.2%+36.6pp | 72.1%+21.8pp | 66.0%+27.9pp |
| Annual return | 16.83% | 18.22%-1.4pp | 38.56%-21.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $0 | $1,669-100.0% | $2,527-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,079 | $3,357-38.1% | $4,023-48.3% | $4,375-52.5% |
| Admin fee / account holder | $216 | $650-66.8% | $6,127-96.5% | $834-74.2% |