Filed March 24, 2021 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 25-1802421 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $9,525 |
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,887 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $6,293 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,981 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,347 | $61,272-52.1% | $149,673-80.4% | $71,457-58.9% |
| Participation rate | 80.8% | 62.5%+18.3pp | 78.8%+2.1pp | 67.9%+12.9pp |
| Annual return | 14.33% | 35.85%-21.5pp | 134.42%-120.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,284 | $2,917+12.6% | $5,680-42.2% | $4,289-23.4% |
| Admin fee / account holder | $27 | $1,261-97.8% | $13,210-99.8% | $1,587-98.3% |