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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,010 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,591 |
QRPS, INC.9+ years Filed as: QRPS, INC Service code 13 2724 DISCOVERY DR SUITE 100 · RALEIGH, NC 27616 | Contract Administrator | $14,123 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VALLAGE, CO 80111 | Investment Management | $4,836 |
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.
Employer contribution per participant 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 | $24,835 | $47,126-47.3% | $149,673-83.4% | $74,419-66.6% |
| Participation rate | 38.8% | 63.4%-24.6pp | 78.8%-40.0pp | 70.7%-32.0pp |
| Annual return | 13.81% | 22.75%-8.9pp | 134.42%-120.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $287 | $1,905-85.0% | $4,818-94.0% | $2,637-89.1% |
| Participant deferral / active EE | $2,339 | $2,728-14.2% | $5,680-58.8% | $4,528-48.3% |
| Admin fee / account holder | $75 | $343-78.3% | $13,210-99.4% | $348-78.6% |