Filed July 17, 2017 (most recent of 2 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 3-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 |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,808 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 27 120 VANTIS, SUITE 400 · ALISO VIEGO, CA 92656 | Advisory (Plan) | $750 |
Filed as: EMPOWER ASVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,785 | $51,197-77.0% | $82,719-85.8% | $66,914-82.4% |
| Participation rate | 97.2% | 67.8%+29.4pp | 72.6%+24.6pp | 69.8%+27.4pp |
| Annual return | 468.17% | -9.64%+477.8pp | 701.18%-233.0pp | 1.58%+466.6pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,260 | $3,458-63.6% | $4,395-71.3% | $4,237-70.3% |
| Admin fee / account holder | $20 | $416-95.3% | $5,329-99.6% | $593-96.7% |