Filed September 25, 2018
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 8-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,292 |
Service code 27 972 INTERNATIONAL PKWY · LAKE MARY, FL 32789 | Advisory (Plan) | $39,605 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,137 |
BATES & COMPANY, INC.3 years Filed as: BATES & COMPANY INC Service code 13 1201 S ORLANDO AVE · WINTER PARK, FL 32789 | Contract Administrator | $18,075 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $4,920 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 | Contract Administrator | $0 |
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 | $36,877 | $52,660-30.0% | $86,612-57.4% | $80,160-54.0% |
| Participation rate | 25.4% | 62.4%-37.1pp | 71.7%-46.3pp | 72.9%-47.6pp |
| Annual return | 20.52% | 24.87%-4.3pp | 591.07%-570.5pp | 40.38%-19.9pp |
| Employer contribution / active EE | $779 | $2,140-63.6% | $3,022-74.2% | $2,978-73.8% |
| Participant deferral / active EE | $1,775 | $3,215-44.8% | $4,438-60.0% | $5,017-64.6% |
| Admin fee / account holder | $117 | $113+3.7% | $5,614-97.9% | $145-19.3% |