Filed January 21, 2022 (most recent of 2 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 Service code 12 · EIN 06-1050034 | Claims processing | $99,079 |
BPAS1 year Filed as: BPAS ACTURIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $38,400 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 21 · EIN 82-1434504 | Bank Trustee | $22,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $15,500 |
NIXON PEABODY LLP10+ years Service code 21 · EIN 16-0764720 | Bank Trustee | $2,328 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 2.56% | 10.98%-8.4pp | 9.49%-6.9pp | 9.82%-7.3pp |
| Employer contribution / active EE | $0 | $19,261-100.0% | $29,215-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $1,087-100.0% | $359-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |