Filed September 20, 2016 (most recent of 2 filings on file)
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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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $39,730 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $189 |
KESTRA INVESTMENT SERVICES LLC9+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $54 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $251,941 | $88,083+186.0% | $164,813+52.9% | $74,495+238.2% |
| Participation rate | 91.7% | 73.0%+18.6pp | 78.6%+13.1pp | 67.2%+24.5pp |
| Annual return | 12.05% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,185 | $2,593+22.8% | $4,341-26.6% | $2,623+21.4% |
| Participant deferral / active EE | $8,343 | $4,498+85.5% | $6,031+38.3% | $4,346+92.0% |
| Admin fee / account holder | $236 | $2,234-89.5% | $12,690-98.1% | $1,942-87.9% |