Filed November 30, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP9+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $17,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,023 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $150,325 | $71,516+110.2% | $98,439+52.7% | $71,457+110.4% |
| Participation rate | 97.1% | 72.7%+24.4pp | 75.2%+21.9pp | 67.9%+29.1pp |
| Annual return | 20.88% | 32.41%-11.5pp | 21.16%-0.3pp | 28.85%-8.0pp |
| Employer contribution / active EE | $6,595 | $2,399+174.9% | $3,048+116.4% | $2,588+154.9% |
| Participant deferral / active EE | $11,361 | $4,109+176.5% | $4,738+139.8% | $4,289+164.9% |
| Admin fee / account holder | $103 | $1,675-93.9% | $8,948-98.9% | $1,587-93.5% |