Filed February 13, 2018 (most recent of 11 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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,534,150 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $648,051 |
FIDUCIENT ADVISORS LLC4 years Service code 99 500 W MADISON ST SUITE 3260 · CHICAGO, IL 60661 | Other Fees | $106,764 |
KATZ, SAPPER & MILLER7 years Filed as: KATZ SAPPER AND MILLER LLP Service code 99 800 EAST 96TH STREET · INDIANAPOLIS, IN 46240 | Other Fees | $23,550 |
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 | $100,939 | $73,283+37.7% | $155,509-35.1% | $106,382-5.1% |
| Participation rate | 75.3% | 73.3%+2.0pp | 78.2%-2.9pp | 69.9%+5.4pp |
| Annual return | 13.25% | 15.77%-2.5pp | 64.67%-51.4pp | 17.37%-4.1pp |
| Employer contribution / active EE | $3,728 | $2,247+65.9% | $4,672-20.2% | $3,364+10.8% |
| Participant deferral / active EE | $5,297 | $4,580+15.7% | $5,626-5.8% | $5,569-4.9% |
| Admin fee / account holder | $142 | $56+153.9% | $15,912-99.1% | $79+79.8% |