Filed December 20, 2017
Total covered: 67 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 6-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $183,752 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $39,161 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,239 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,341 | $139,767-16.0% | $153,485-23.5% | $199,593-41.2% |
| Participation rate | 97.8% | 85.1%+12.7pp | 77.1%+20.7pp | 72.0%+25.8pp |
| Annual return | 13.08% | 20.59%-7.5pp | 15.65%-2.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $6,400 | $6,517-1.8% | $5,039+27.0% | $3,034+110.9% |
| Participant deferral / active EE | $8,836 | $8,055+9.7% | $6,757+30.8% | $5,087+73.7% |
| Admin fee / account holder | $113 | $98+15.8% | $12,724-99.1% | $269-57.9% |