Filed January 17, 2019 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,035 |
UHY LLP3+ years Service code 10 15 SUNNEN DRIVE · ST. LOUIS, MO 63143 | Accounting | $10,261 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,524 | $65,118+17.5% | $76,768-0.3% | $55,725+37.3% |
| Participation rate | 98.4% | 79.6%+18.8pp | 77.0%+21.5pp | 70.9%+27.6pp |
| Annual return | 28.37% | -1.27%+29.6pp | 2.43%+25.9pp | 244.93%-216.6pp |
| Employer contribution / active EE | $2,098 | $1,941+8.1% | $2,485-15.6% | $2,078+1.0% |
| Participant deferral / active EE | $4,020 | $3,688+9.0% | $3,852+4.4% | $3,356+19.8% |
| Admin fee / account holder | $68 | $116-41.4% | $6,675-99.0% | $115-41.1% |