Filed April 9, 2019
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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $58,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,733 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,859 | $69,477+63.9% | $94,646+20.3% | $71,457+59.3% |
| Participation rate | 88.0% | 78.4%+9.5pp | 80.8%+7.1pp | 67.9%+20.1pp |
| Annual return | 18.79% | 29.66%-10.9pp | 156.71%-137.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,835 | $2,853-0.6% | $3,672-22.8% | $2,588+9.6% |
| Participant deferral / active EE | $5,083 | $7,345-30.8% | $7,418-31.5% | $4,289+18.5% |
| Admin fee / account holder | $459 | $1,210-62.1% | $7,231-93.7% | $1,587-71.1% |