Filed October 23, 2018 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $56,821 |
CALLAN LLC6 years Service code 27 600 MONTGOMERY ST · SAN FRANCISO, CA 94111 | Advisory (Plan) | $50,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $24,570 |
Filed as: PORTER WRIGHT MORRIS AND ARTHUR LLP Service code 29 41 S HIGH ST · COLUMBUS, OH 43215 | Legal | $6,753 |
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 | $34,294 | $44,626-23.2% | $86,188-60.2% | $80,160-57.2% |
| Participation rate | 90.9% | 63.5%+27.4pp | 69.0%+22.0pp | 72.9%+18.0pp |
| Annual return | 16.23% | 19.61%-3.4pp | 1168.45%-1152.2pp | 40.38%-24.2pp |
| Employer contribution / active EE | $745 | $1,099-32.2% | $2,380-68.7% | $2,978-75.0% |
| Participant deferral / active EE | $2,650 | $2,769-4.3% | $3,985-33.5% | $5,017-47.2% |
| Admin fee / account holder | $6 | $133-95.6% | $6,852-99.9% | $145-96.0% |