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 28 8515 EAST ORCHARD RD · GREENWOD VILLAGE, CO 80111 | Investment Management | $72,088 |
Filed as: COLLABORATIVE WEALTH MANAGEMENT Service code 27 972 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $61,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,425 |
BATES & COMPANY, INC.4 years Filed as: BATES & COMPANY INC Service code 13 1201 S ORLANDO AVE · WINTER PARK, FL 32789 | Contract Administrator | $23,385 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $6,739 |
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 | $47,142 | $55,331-14.8% | $81,812-42.4% | $199,593-76.4% |
| Participation rate | 24.2% | 62.5%-38.3pp | 72.3%-48.1pp | 72.0%-47.8pp |
| Annual return | 21.19% | 19.59%+1.6pp | 773.79%-752.6pp | 34.25%-13.1pp |
| Employer contribution / active EE | $854 | $2,101-59.3% | $2,912-70.7% | $3,034-71.8% |
| Participant deferral / active EE | $1,941 | $3,283-40.9% | $4,319-55.1% | $5,087-61.8% |
| Admin fee / account holder | $234 | $346-32.4% | $7,386-96.8% | $269-13.1% |