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 |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $110,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,328 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $9,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,444 | $78,485+175.8% | $106,213+103.8% | $74,495+190.5% |
| Participation rate | 89.7% | 72.8%+16.9pp | 75.3%+14.4pp | 67.2%+22.5pp |
| Annual return | 12.92% | 15.95%-3.0pp | 116.14%-103.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $5,932 | $2,523+135.1% | $3,171+87.0% | $2,623+126.1% |
| Participant deferral / active EE | $11,589 | $4,322+168.1% | $5,016+131.0% | $4,346+166.7% |
| Admin fee / account holder | $607 | $2,232-72.8% | $11,033-94.5% | $1,942-68.7% |