Filed September 24, 2021 (most recent of 5 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $143,190 |
FIDUCIENT ADVISORS LLC2 years Service code 27 500 QWEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $33,600 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $18,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,770 | $130,141-57.9% | $86,677-36.8% | $77,904-29.7% |
| Participation rate | 97.7% | 85.9%+11.7pp | 76.6%+21.1pp | 73.7%+24.0pp |
| Annual return | -15.00% | -12.75%-2.3pp | 35.91%-50.9pp | 12.21%-27.2pp |
| Employer contribution / active EE | $2,319 | $3,220-28.0% | $2,836-18.2% | $2,848-18.6% |
| Participant deferral / active EE | $4,458 | $5,757-22.6% | $4,656-4.2% | $4,806-7.2% |
| Admin fee / account holder | $50 | $132-61.8% | $7,493-99.3% | $133-62.0% |