Filed March 3, 2021 (most recent of 4 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,211 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $58,319 |
STIFEL NICOLAUS & CO INC6 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $54,167 |
REHMANN ROBSON1 year Filed as: REHMANN LLC DBA FINANCIAL GROUP Service code 99 5800 GRATIOT RD · SAGINAW, MI 48638 | Other Fees | $14,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,243 |
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 | $235,184 | $131,799+78.4% | $200,582+17.3% | $85,563+174.9% |
| Participation rate | 96.8% | 87.9%+8.9pp | 86.9%+9.9pp | 66.0%+30.8pp |
| Annual return | 14.96% | 21.59%-6.6pp | 42.33%-27.4pp | 31.51%-16.5pp |
| Employer contribution / active EE | $5,409 | $4,532+19.4% | $6,419-15.7% | $2,654+103.8% |
| Participant deferral / active EE | $8,987 | $7,702+16.7% | $9,331-3.7% | $4,375+105.4% |
| Admin fee / account holder | $219 | $235-6.8% | $16,305-98.7% | $834-73.7% |