Filed November 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $40,095 |
WISS & COMPANY, LLP4 years Filed as: WISS & COMPANY LLP Service code 50 · EIN 22-1732349 | Direct Payment | $14,000 |
DCS RETIRE, INC.1 year Service code 11 · EIN 93-3925318 | Actuarial | $10,175 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 2.72% | 8.11%-5.4pp | 9.84%-7.1pp | 8.23%-5.5pp |
| Employer contribution / active EE | $40,000 | $16,823+137.8% | $30,320+31.9% | $13,859+188.6% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |