Filed June 1, 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 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 Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $79,328 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,837 | $89,436+101.1% | $164,813+9.1% | $77,643+131.6% |
| Participation rate | 77.4% | 78.6%-1.2pp | 78.6%-1.2pp | 70.6%+6.8pp |
| Annual return | 12.23% | 28.83%-16.6pp | 69.93%-57.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $6,613 | $2,569+157.5% | $4,341+52.4% | $2,726+142.6% |
| Participant deferral / active EE | $4,467 | $4,897-8.8% | $6,031-25.9% | $4,647-3.9% |
| Admin fee / account holder | $273 | $339-19.4% | $12,690-97.8% | $430-36.5% |