Filed April 12, 2016 (most recent of 4 filings on file)
Total covered: 4 employees
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,024 |
ALDEN CAPITAL1 year Filed as: ALDEN CAPITAL MANAGEMENT INC Service code 27 37 W AVE STE 301 · WAYNE, PA 19087 | Advisory (Plan) | $10,052 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,996 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,323 | $132,049-44.5% | $200,582-63.4% | $74,304-1.3% |
| Participation rate | 98.4% | 84.1%+14.3pp | 86.9%+11.5pp | 60.3%+38.0pp |
| Annual return | 18.82% | 22.22%-3.4pp | 42.33%-23.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $4,256 | $4,558-6.6% | $6,419-33.7% | $2,241+89.9% |
| Participant deferral / active EE | $6,780 | $7,213-6.0% | $9,331-27.3% | $3,767+80.0% |
| Admin fee / account holder | $157 | $2,405-93.5% | $16,305-99.0% | $2,969-94.7% |