Filed September 20, 2021
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,683 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,948 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $15,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,244 | $88,890-42.4% | $102,423-50.0% | $77,643-34.0% |
| Participation rate | 98.0% | 80.9%+17.0pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 20.57% | 24.98%-4.4pp | 29.32%-8.8pp | 31.24%-10.7pp |
| Employer contribution / active EE | $4,103 | $2,698+52.1% | $3,023+35.7% | $2,726+50.5% |
| Participant deferral / active EE | $7,660 | $5,145+48.9% | $5,053+51.6% | $4,647+64.8% |
| Admin fee / account holder | $143 | $235-39.1% | $9,451-98.5% | $430-66.7% |