Filed April 14, 2016
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 |
|---|---|---|
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,358 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,380 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,699 | $56,317-11.8% | $71,209-30.2% | $74,304-33.1% |
| Participation rate | 84.6% | 55.1%+29.5pp | 73.8%+10.9pp | 60.3%+24.3pp |
| Annual return | 18.99% | 42.83%-23.8pp | 282.51%-263.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,429 | $2,788+58.9% | $4,175+6.1% | $3,767+17.6% |
| Admin fee / account holder | $169 | $2,290-92.6% | $5,349-96.8% | $2,969-94.3% |