Filed January 18, 2018 (most recent of 5 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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $322,558 |
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 99 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Other Fees | $188,100 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 911991404 | Accounting | $12,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,593 | $67,679+54.5% | $155,509-32.7% | $99,062+5.6% |
| Participation rate | 69.3% | 67.2%+2.1pp | 78.2%-8.9pp | 71.6%-2.3pp |
| Annual return | 13.02% | 16.16%-3.1pp | 64.67%-51.6pp | 17.66%-4.6pp |
| Employer contribution / active EE | $2,041 | $2,268-10.0% | $4,672-56.3% | $3,262-37.4% |
| Participant deferral / active EE | $4,721 | $3,828+23.3% | $5,626-16.1% | $5,331-11.4% |
| Admin fee / account holder | $111 | $94+18.8% | $15,912-99.3% | $109+2.1% |