Filed January 4, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
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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: GALLAGHER BENEFIT SERVICES .00 INC Service code 27 GALLAGHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $36,405 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,924 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN ADMINISTRATIV · SAN DIEGO, CA 92101 | Contract Administrator | $12,197 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 | Other Fees | $6,068 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,402 | $67,984-15.6% | $65,493-12.4% | $74,304-22.7% |
| Participation rate | 61.2% | 66.3%-5.1pp | 73.1%-11.9pp | 60.3%+0.8pp |
| Annual return | 17.11% | 19.87%-2.8pp | 982.45%-965.3pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,009 | $2,491-19.4% | $2,574-22.0% | $2,241-10.4% |
| Participant deferral / active EE | $5,782 | $3,346+72.8% | $3,961+46.0% | $3,767+53.5% |
| Admin fee / account holder | $246 | $1,373-82.1% | $5,028-95.1% | $2,969-91.7% |