Filed December 18, 2015
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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $331,389 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $109,750 |
MOSS ADAMS LLP1 year Service code 10 PO BOX · PASADENA, CA 911891822 | Accounting | $64,710 |
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 | $152,950 | $110,299+38.7% | $102,423+49.3% | $199,593-23.4% |
| Participation rate | 94.9% | 86.3%+8.6pp | 76.5%+18.4pp | 72.0%+23.0pp |
| Annual return | 13.85% | 35.73%-21.9pp | 29.32%-15.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $4,770 | $3,603+32.4% | $3,023+57.8% | $3,034+57.2% |
| Participant deferral / active EE | $10,246 | $6,376+60.7% | $5,053+102.8% | $5,087+101.4% |
| Admin fee / account holder | $65 | $122-46.7% | $9,451-99.3% | $269-75.7% |