Filed January 6, 2016
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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,361 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $30,000 |
PW PARTNERS1 year Filed as: PW PARTNERS LLC Service code 10 1 EASTON OVAL STE 310 · COLUMBUS, OH 43219 | Accounting | $9,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,893 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,259 | $62,688-70.9% | $178,014-89.7% | $77,671-76.5% |
| Participation rate | 96.4% | 66.9%+29.5pp | 77.1%+19.3pp | 70.6%+25.8pp |
| Annual return | 12.31% | 16.16%-3.8pp | 294.80%-282.5pp | 31.21%-18.9pp |
| Employer contribution / active EE | $1,592 | $1,912-16.7% | $3,950-59.7% | $2,726-41.6% |
| Participant deferral / active EE | $2,987 | $4,224-29.3% | $6,276-52.4% | $4,648-35.7% |
| Admin fee / account holder | $92 | $386-76.1% | $10,362-99.1% | $430-78.6% |