Filed January 25, 2017 (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 9-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 15 · EIN 84-0467907 | Recordkeeping | $317,886 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $239,032 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $169,004 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 51 · EIN 36-3608252 | Investment Mgmt Fees | $6,595 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,896 | $136,266-40.6% | $90,749-10.9% | $77,904+3.8% |
| Participation rate | 96.5% | 86.6%+9.9pp | 75.7%+20.8pp | 73.7%+22.8pp |
| Annual return | -15.86% | -11.32%-4.5pp | -12.16%-3.7pp | 12.21%-28.1pp |
| Employer contribution / active EE | $3,049 | $4,215-27.7% | $2,921+4.4% | $2,848+7.1% |
| Participant deferral / active EE | $9,775 | $6,353+53.9% | $4,564+114.2% | $4,806+103.4% |
| Admin fee / account holder | $128 | $399-67.9% | $8,445-98.5% | $133-3.4% |