Filed October 18, 2022 (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 | $155,107 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,093 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 333 JOHN CARLYLE ST STE 500 · ALEXANDRIA, VA 22314 | Accounting | $8,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,684 | $89,178-18.5% | $91,541-20.6% | $102,872-29.3% |
| Participation rate | 95.3% | 79.7%+15.7pp | 69.8%+25.6pp | 73.0%+22.3pp |
| Annual return | 14.77% | 14.52%+0.2pp | 20.50%-5.7pp | 19.06%-4.3pp |
| Employer contribution / active EE | $2,103 | $3,455-39.1% | $2,505-16.0% | $3,526-40.4% |
| Participant deferral / active EE | $4,862 | $4,657+4.4% | $4,008+21.3% | $5,535-12.2% |
| Admin fee / account holder | $98 | $134-27.1% | $6,956-98.6% | $292-66.5% |