Filed November 30, 2016 (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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $26,077 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 95-1644604 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,605 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 99 10811 MAIN ST · BELLEVUE, WA 98004 | Other Fees | $5,120 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $2,532 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,626 | $122,239-12.8% | $184,203-42.1% | $74,495+43.1% |
| Participation rate | 93.9% | 85.5%+8.4pp | 86.8%+7.1pp | 67.2%+26.7pp |
| Annual return | 16.41% | 19.95%-3.5pp | 28.81%-12.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,714 | $4,537-62.2% | $6,427-73.3% | $2,623-34.6% |
| Participant deferral / active EE | $5,862 | $7,139-17.9% | $9,131-35.8% | $4,346+34.9% |
| Admin fee / account holder | $336 | $1,260-73.4% | $13,901-97.6% | $1,942-82.7% |