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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $369,722 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM LLC Service code 27 14600 BRANCH ST · OMAHA, NE 68154 | Advisory (Plan) | $180,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,323 |
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 | $53,597 | $241,101-77.8% | $103,333-48.1% | $199,593-73.1% |
| Participation rate | 77.8% | 78.3%-0.5pp | 74.5%+3.3pp | 72.0%+5.8pp |
| Annual return | 15.51% | 17.80%-2.3pp | 24.88%-9.4pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,430 | $4,244+4.4% | $3,868+14.5% | $3,034+46.0% |
| Participant deferral / active EE | $4,311 | $3,958+8.9% | $5,057-14.8% | $5,087-15.2% |
| Admin fee / account holder | $118 | $288-59.0% | $8,355-98.6% | $269-56.1% |