Filed January 5, 2021
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 INSUR CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $534,717 |
CAPFINANCIAL PARTNERS LLC4 years Service code 10 · EIN 26-0058143 | Accounting | $520,000 |
Filed as: JOHNSON O'CONNOR FERON & CARUCCI LL Service code 10 · EIN 20-3985546 | Accounting | $38,925 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $9,530 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,843 | $178,759+30.8% | $102,438+128.3% | $106,408+119.8% |
| Participation rate | 96.4% | 91.3%+5.1pp | 76.5%+19.9pp | 69.9%+26.5pp |
| Annual return | 16.64% | 17.23%-0.6pp | 29.37%-12.7pp | 17.37%-0.7pp |
| Employer contribution / active EE | $8,929 | $5,750+55.3% | $3,024+195.3% | $3,361+165.6% |
| Participant deferral / active EE | $12,299 | $9,466+29.9% | $5,054+143.4% | $5,567+120.9% |
| Admin fee / account holder | $13 | $62-79.2% | $9,448-99.9% | $79-83.6% |