Filed March 22, 2019
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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Advisory (Plan) | $25,937 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,841 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,985 | $33,067+60.2% | $76,523-30.8% | $56,287-5.9% |
| Participation rate | 96.2% | 55.4%+40.8pp | 68.0%+28.2pp | 69.9%+26.4pp |
| Annual return | -5.00% | 2.72%-7.7pp | -0.27%-4.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,578 | $1,200+31.5% | $2,647-40.4% | $2,111-25.3% |
| Participant deferral / active EE | $4,855 | $2,240+116.7% | $3,835+26.6% | $3,350+44.9% |
| Admin fee / account holder | $285 | $537-46.8% | $4,848-94.1% | $521-45.2% |