Filed June 20, 2019 (most recent of 2 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 ADVISORY GROUP, LLC Service code 28 · EIN 13-2624428 | Investment Management | $89,572 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,903 | $99,061-49.6% | $81,783-39.0% | $99,061-49.6% |
| Participation rate | 35.9% | 71.6%-35.7pp | 72.4%-36.5pp | 71.6%-35.7pp |
| Annual return | 11.15% | 17.66%-6.5pp | 775.05%-763.9pp | 17.66%-6.5pp |
| Employer contribution / active EE | $498 | $3,261-84.7% | $2,913-82.9% | $3,261-84.7% |
| Participant deferral / active EE | $1,382 | $5,331-74.1% | $4,320-68.0% | $5,331-74.1% |
| Admin fee / account holder | $22 | $109-79.9% | $7,380-99.7% | $109-79.9% |