Filed May 15, 2024 (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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,806 |
HAYS FINANCIAL GROUP2 years Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $13,168 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $4,860 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $887 |
HAYS FINANCIAL GROUP1 year Filed as: HAYS GROUP INC DBA HAYS COMPANIES Service code 27 · EIN 41-1931920 | Advisory (Plan) | $677 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0467907 | Investment Management | $2 |
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 | $22,672 | $59,159-61.7% | $159,960-85.8% | $66,914-66.1% |
| Participation rate | 92.6% | 68.1%+24.5pp | 78.0%+14.6pp | 69.8%+22.8pp |
| Annual return | -17.03% | -12.26%-4.8pp | 408.60%-425.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,657 | $1,983+34.0% | $4,226-37.1% | $2,544+4.4% |
| Participant deferral / active EE | $4,340 | $4,395-1.2% | $6,182-29.8% | $4,237+2.4% |
| Admin fee / account holder | $123 | $591-79.3% | $8,698-98.6% | $593-79.3% |