Filed March 27, 2024 (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 15 · EIN 84-0467907 | Recordkeeping | $162,757 |
Filed as: ONE DIGITAL TOPCO LLC Service code 99 · EIN 58-2522668 | Other Fees | $56,250 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $8,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 99 · EIN 84-0467907 | Other Fees | $8,355 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,149 | $122,693+28.1% | $184,203-14.7% | $199,593-21.3% |
| Participation rate | 97.6% | 86.8%+10.8pp | 86.8%+10.8pp | 72.0%+25.6pp |
| Annual return | 13.23% | 143.91%-130.7pp | 28.81%-15.6pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,182 | $4,584-30.6% | $6,427-50.5% | $3,034+4.9% |
| Participant deferral / active EE | $9,424 | $7,990+17.9% | $9,131+3.2% | $5,087+85.3% |
| Admin fee / account holder | $90 | $121-25.4% | $13,901-99.4% | $269-66.5% |