Filed July 29, 2015 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $405,913 |
Filed as: CWM LLC Service code 27 14600 BRANCH ST · OMAHA, NE 68154 | Advisory (Plan) | $163,229 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,746 | $76,774-43.0% | $112,228-61.0% | $77,904-43.8% |
| Participation rate | 72.7% | 80.2%-7.5pp | 75.1%-2.4pp | 73.7%-1.0pp |
| Annual return | -17.21% | -10.25%-7.0pp | 27.45%-44.7pp | 12.21%-29.4pp |
| Employer contribution / active EE | $2,322 | $3,977-41.6% | $3,635-36.1% | $2,848-18.4% |
| Participant deferral / active EE | $2,830 | $3,778-25.1% | $4,728-40.2% | $4,806-41.1% |
| Admin fee / account holder | $182 | $239-23.8% | $6,410-97.2% | $133+37.3% |