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 LLC3 years Filed as: DEFINITI, LLC Service code 13 · EIN 25-1802421 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $10,375 |
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,139 |
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 | $30,036 | $50,815-40.9% | $155,509-80.7% | $77,643-61.3% |
| Participation rate | 75.5% | 63.1%+12.4pp | 78.2%-2.7pp | 70.6%+4.9pp |
| Annual return | 12.33% | 34.80%-22.5pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,067 | $2,822+8.7% | $5,626-45.5% | $4,647-34.0% |
| Admin fee / account holder | $30 | $437-93.2% | $15,912-99.8% | $430-93.1% |