Filed November 27, 2020 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
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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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $169,779 |
MARINER LLC10+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 10 · EIN 20-4553256 | Accounting | $55,496 |
CAPITAL MGMT SERVICES INC5 years Service code 70 · EIN 43-1410129 | Consulting Fees | $22,045 |
CREATIVE PLANNING LLC7 years Filed as: CREATIVE PLANNING INC Service code 10 · EIN 43-1270780 | Accounting | $18,477 |
Filed as: BRAND ASSET MANAGEMENT GROUP I Service code 70 · EIN 43-1601121 | Consulting Fees | $14,848 |
Filed as: ENVESTMENT ASSET MANAGEMENT, INC. Service code 70 · EIN 36-4319587 | Consulting Fees | $13,753 |
ZEMENICK & WALKER INC9 years Service code 70 · EIN 43-1456681 | Consulting Fees | $11,028 |
Filed as: ACROPOLIS INVESTMENT MGMT LLC Service code 70 · EIN 32-0016216 | Consulting Fees | $7,491 |
FLEXIBLE PLAN INVESTMENTS LTD10+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $7,386 |
CLAYTON FINANCIAL GROUP, LLC2 years Filed as: CLAYTON FINANCIAL GROUP LLC Service code 70 · EIN 47-3829020 | Consulting Fees | $6,940 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,148 | $145,877+111.9% | $150,045+106.0% | $102,872+200.5% |
| Participation rate | 92.8% | 79.8%+12.9pp | 82.3%+10.4pp | 73.0%+19.7pp |
| Annual return | 17.24% | 21.37%-4.1pp | 62.55%-45.3pp | 19.06%-1.8pp |
| Employer contribution / active EE | $8,070 | $4,710+71.3% | $4,693+71.9% | $3,526+128.8% |
| Participant deferral / active EE | $17,461 | $9,491+84.0% | $7,997+118.3% | $5,535+215.5% |
| Admin fee / account holder | $93 | $176-47.0% | $13,435-99.3% | $292-68.1% |