Filed January 30, 2020 (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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $412,830 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $46,500 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY PC Service code 10 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Accounting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,489 | $73,283+22.1% | $155,509-42.5% | $106,382-15.9% |
| Participation rate | 65.3% | 73.3%-7.9pp | 78.2%-12.8pp | 69.9%-4.5pp |
| Annual return | 16.64% | 15.77%+0.9pp | 64.67%-48.0pp | 17.37%-0.7pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $5,530 | $4,580+20.7% | $5,626-1.7% | $5,569-0.7% |
| Admin fee / account holder | $58 | $56+2.9% | $15,912-99.6% | $79-27.2% |