Filed August 31, 2020 (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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $93,004 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 16 · EIN 20-8874282 | Consulting | $22,500 |
HUGHES PITTMAN & GUPTON, LLP7 years Service code 10 · EIN 56-1415202 | Accounting | $19,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,138 | $95,388+5.0% | $125,339-20.1% | $77,904+28.5% |
| Participation rate | 99.4% | 78.6%+20.8pp | 82.4%+17.1pp | 73.7%+25.7pp |
| Annual return | -14.99% | 116.19%-131.2pp | 572.05%-587.0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $10,351 | $3,666+182.3% | $4,814+115.0% | $2,848+263.5% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $73 | $119-38.7% | $10,010-99.3% | $133-45.0% |