Filed April 4, 2018 (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 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 15 · EIN 84-0467907 | Recordkeeping | $150,344 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $40,000 |
HAYASHI & WAYLAND1 year Filed as: HAYASHI & WAYLAND ACCOUNTING & CONS Service code 10 · EIN 20-1939256 | Accounting | $18,946 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,731 | $42,419+5.5% | $104,294-57.1% | $77,904-42.6% |
| Participation rate | 47.7% | 51.6%-3.8pp | 73.3%-25.5pp | 73.7%-25.9pp |
| Annual return | -12.04% | -11.16%-0.9pp | 24.61%-36.7pp | 12.21%-24.2pp |
| Employer contribution / active EE | $654 | $1,105-40.9% | $3,372-80.6% | $2,848-77.0% |
| Participant deferral / active EE | $1,107 | $1,992-44.4% | $4,625-76.1% | $4,806-77.0% |
| Admin fee / account holder | $117 | $117-0.2% | $7,339-98.4% | $133-11.7% |