Filed August 6, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 27 2440 RESEARCH BLVD STE 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $33,753 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,129 |
Filed as: GROVE POINT FINANCIAL, LLC Service code 17 · EIN 52-1321340 | Pension Consulting | $13,662 |
Filed as: THE STANDARD INSURANCE COMPANY Service code 13 · EIN 25-1838406 | Contract Administrator | $13,357 |
CLIFTONLARSONALLEN LLP3 years Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $10,494 |
Filed as: ROLAND CRISS Service code 14 · EIN 75-2866255 | Plan Administrator | $8,220 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,841 |
THOMAS BEAL1 year Filed as: THOMAS R MCLAUGHLIN DBA TRMSOLUTION Service code 27 133 WOODS LN · RADNOR, PA 19087 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,601 | $100,227-50.5% | $169,993-70.8% | $74,419-33.3% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.0%+9.7pp | 70.7%+25.9pp |
| Annual return | 21.82% | 66.08%-44.3pp | 53.37%-31.6pp | 34.38%-12.6pp |
| Employer contribution / active EE | $2,442 | $4,263-42.7% | $6,785-64.0% | $2,637-7.4% |
| Participant deferral / active EE | $5,992 | $7,143-16.1% | $10,408-42.4% | $4,528+32.3% |
| Admin fee / account holder | $160 | $234-31.8% | $12,815-98.8% | $348-54.0% |