Filed February 25, 2016 (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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,435 |
QRPS, INC.8+ years Filed as: QRPS, INC Service code 13 2724 DISCOVERY DR SUITE 100 · RALEIGH, NC 27616 | Contract Administrator | $7,882 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST INVESTMENT SERVICES INC Service code 27 303 PEACHTREE ST FL 5 SUNTRUST PLZ · ATLANTA, GA 30308 | Advisory (Plan) | $4,589 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VALLAGE, CO 80111 | Investment Management | $3,313 |
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,928 | $46,292-39.7% | $143,757-80.6% | $64,808-56.9% |
| Participation rate | 32.0% | 64.2%-32.2pp | 80.3%-48.3pp | 71.5%-39.5pp |
| Annual return | 51.29% | -10.05%+61.3pp | -0.04%+51.3pp | 32.82%+18.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,725 | $2,646-34.8% | $5,637-69.4% | $4,310-60.0% |
| Admin fee / account holder | $36 | $154-76.5% | $14,673-99.8% | $188-80.8% |