Filed January 27, 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 4-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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $342,621 |
GYL FINANCIAL SYNERGIES4+ years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 75 ISHAM RD · WEST HARTFORD, CT 06107 | Advisory (Plan) | $78,708 |
Filed as: SCHNEIDER DOWNS & CO, INC Service code 10 ONE PPG PL STE 1700 · PITTSBURGH, PA 15222 | Accounting | $22,207 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,391 | $110,299-17.1% | $102,423-10.8% | $199,593-54.2% |
| Participation rate | 93.6% | 86.3%+7.3pp | 76.5%+17.1pp | 72.0%+21.6pp |
| Annual return | 15.28% | 35.73%-20.5pp | 29.32%-14.0pp | 34.25%-19.0pp |
| Employer contribution / active EE | $2,854 | $3,603-20.8% | $3,023-5.6% | $3,034-6.0% |
| Participant deferral / active EE | $5,084 | $6,376-20.3% | $5,053+0.6% | $5,0870% |
| Admin fee / account holder | $137 | $122+11.9% | $9,451-98.6% | $269-49.1% |