Filed March 24, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,023 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $22,101 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $4,924 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,599 |
Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 55 5900 O ST · LINCOLN, NE 68510 | Other Commissions | $2,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,302 | $82,917-47.8% | $103,333-58.1% | $77,643-44.2% |
| Participation rate | 45.2% | 71.6%-26.4pp | 74.5%-29.3pp | 70.6%-25.4pp |
| Annual return | 14.01% | 19.13%-5.1pp | 24.88%-10.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $988 | $3,552-72.2% | $3,868-74.5% | $2,726-63.8% |
| Participant deferral / active EE | $3,143 | $4,108-23.5% | $5,057-37.9% | $4,647-32.4% |
| Admin fee / account holder | $235 | $638-63.2% | $8,355-97.2% | $430-45.4% |