Filed October 13, 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 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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $143,107 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $62,424 |
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 | $65,651 | $47,126+39.3% | $149,673-56.1% | $74,419-11.8% |
| Participation rate | 63.2% | 63.4%-0.2pp | 78.8%-15.6pp | 70.7%-7.6pp |
| Annual return | 19.55% | 22.75%-3.2pp | 134.42%-114.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,382 | $1,905+25.0% | $4,818-50.6% | $2,637-9.7% |
| Participant deferral / active EE | $5,176 | $2,728+89.8% | $5,680-8.9% | $4,528+14.3% |
| Admin fee / account holder | $278 | $343-19.0% | $13,210-97.9% | $348-20.2% |