Filed August 8, 2018
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 7-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 |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,388 | $72,254+81.8% | $86,677+51.6% | $64,808+102.7% |
| Participation rate | 80.3% | 80.4%-0.1pp | 76.6%+3.7pp | 71.5%+8.8pp |
| Annual return | -15.20% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $5,736 | $2,393+139.7% | $2,836+102.2% | $2,506+128.9% |
| Participant deferral / active EE | $10,925 | $4,658+134.5% | $4,656+134.7% | $4,310+153.5% |
| Admin fee / account holder | $64 | $174-63.2% | $7,493-99.1% | $188-65.9% |