Filed October 14, 2022 (most recent of 4 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: ANCORA RETIREMENT PLAN ADVISORS INC Service code 27 6060 PARKLAND BLVD STE 200 · CLEVELAND, OH 441244226 | Advisory (Plan) | $44,542 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,474 | $50,815-44.0% | $155,509-81.7% | $77,643-63.3% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 14.10% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,359 | $1,993+18.4% | $4,672-49.5% | $2,726-13.5% |
| Participant deferral / active EE | $2,697 | $2,822-4.4% | $5,626-52.1% | $4,647-42.0% |
| Admin fee / account holder | $108 | $437-75.3% | $15,912-99.3% | $430-74.9% |