Filed April 15, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,035,155 |
Service code 27 · EIN 23-0731260 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $80,000 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $14,750 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,596 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $45,860 | $73,283-37.4% | $155,509-70.5% | $106,382-56.9% |
| Participation rate | 77.4% | 73.3%+4.1pp | 78.2%-0.8pp | 69.9%+7.5pp |
| Annual return | 15.65% | 15.77%-0.1pp | 64.67%-49.0pp | 17.37%-1.7pp |
| Employer contribution / active EE | $710 | $2,247-68.4% | $4,672-84.8% | $3,364-78.9% |
| Participant deferral / active EE | $3,769 | $4,580-17.7% | $5,626-33.0% | $5,569-32.3% |
| Admin fee / account holder | $40 | $56-28.7% | $15,912-99.7% | $79-49.5% |