Filed September 13, 2019 (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 38 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Participant Communication | $175,064 |
JANNEY MONTGOMERY SCOTT LLC6 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $31,367 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $10,000 |
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 | $28,884 | $45,000-35.8% | $143,757-79.9% | $77,904-62.9% |
| Participation rate | 94.4% | 66.8%+27.6pp | 80.3%+14.1pp | 73.7%+20.8pp |
| Annual return | -15.12% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,209 | $1,870-35.3% | $4,951-75.6% | $2,848-57.5% |
| Participant deferral / active EE | $2,566 | $3,157-18.7% | $5,637-54.5% | $4,806-46.6% |
| Admin fee / account holder | $145 | $98+47.2% | $14,673-99.0% | $133+9.3% |