Filed February 11, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $37,757 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,157 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,512 | $130,194-20.5% | $169,993-39.1% | $71,457+44.9% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 16.83% | 20.37%-3.5pp | 53.37%-36.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $7,105 | $4,381+62.2% | $6,785+4.7% | $2,588+174.6% |
| Participant deferral / active EE | $4,500 | $6,923-35.0% | $10,408-56.8% | $4,289+4.9% |
| Admin fee / account holder | $141 | $966-85.4% | $12,815-98.9% | $1,587-91.1% |