Filed November 19, 2014 (most recent of 3 filings on file)
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: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $20,281 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,451 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,338 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $68,497 | $138,347-50.5% | $184,203-62.8% | $80,856-15.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.72% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $5,255 | $4,850+8.3% | $6,427-18.2% | $2,755+90.8% |
| Participant deferral / active EE | $4,906 | $7,071-30.6% | $9,131-46.3% | $4,296+14.2% |
| Admin fee / account holder | $337 | $10,483-96.8% | $13,901-97.6% | $6,918-95.1% |