Filed March 19, 2018 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,766 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 91-1737782 | Securities brokerage | $28 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,792 | $102,553+25.6% | $151,611-15.1% | $66,914+92.5% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -15.88% | -10.82%-5.1pp | 3.33%-19.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,175 | $4,180-48.0% | $6,166-64.7% | $2,544-14.5% |
| Participant deferral / active EE | $7,813 | $6,641+17.7% | $8,363-6.6% | $4,237+84.4% |
| Admin fee / account holder | $91 | $630-85.5% | $11,616-99.2% | $593-84.6% |