Filed January 4, 2018
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 TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $200,929 |
EXECUTIVE DIRECTOR8+ years Service code 30 · EIN 52-1529689 | Direct payment from the plan; Employe... | $152,195 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $97,783 |
UHY LLP8+ years Service code 10 · EIN 20-0694403 | Accounting | $33,401 |
VINCENT FEDELE8+ years Filed as: VINCENT LOMBARDI Service code 27 · EIN 52-1529689 | Advisory (Plan) | $17,064 |
BRIAN FREEMAN8+ years Filed as: BRIAN WELLS Service code 27 · EIN 52-1529689 | Advisory (Plan) | $11,367 |
UHY LLP2 years Filed as: UHY ADVISORS, MO INC. Service code 10 · EIN 43-1305800 | Accounting | $10,175 |
THOMPSON COBURN LLP7 years Service code 29 · EIN 43-0666662 | Legal | $9,608 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Investment management fees paid indir... | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,045 | $95,918+112.7% | $151,611+34.6% | $77,904+161.9% |
| Participation rate | 53.2% | 88.7%-35.6pp | 87.5%-34.3pp | 73.7%-20.5pp |
| Annual return | -13.70% | -5.50%-8.2pp | 3.33%-17.0pp | 12.21%-25.9pp |
| Employer contribution / active EE | $5,929 | $4,330+36.9% | $6,166-3.9% | $2,848+108.2% |
| Participant deferral / active EE | $6,388 | $7,508-14.9% | $8,363-23.6% | $4,806+32.9% |
| Admin fee / account holder | $246 | $93+164.1% | $11,616-97.9% | $133+85.8% |