Filed December 14, 2020 (most recent of 3 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 Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,801 |
MARCUM LLP2 years Service code 10 155 S MAIN STREET · PROVIDENCE, RI 02903 | Accounting | $22,150 |
CPS BENEFITS4 years Filed as: CPS EMPLOYER BENEFITS INS SOLUTIONS Service code 27 · EIN 20-8421265 | Advisory (Plan) | $15,233 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,505 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,873 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 | Other Fees | $6,684 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,202 | $79,171+246.3% | $102,423+167.7% | $74,495+268.1% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.8pp | 67.2%+29.0pp |
| Annual return | 11.01% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $12,394 | $2,362+424.7% | $3,023+309.9% | $2,623+372.5% |
| Participant deferral / active EE | $12,655 | $4,415+186.6% | $5,053+150.5% | $4,346+191.2% |
| Admin fee / account holder | $575 | $2,001-71.2% | $9,451-93.9% | $1,942-70.4% |