Filed August 19, 2024
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 3-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $367,918 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $117,954 |
Filed as: CWM LLC Service code 99 · EIN 27-4011107 | Other Fees | $64,774 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,755 |
Filed as: IPI ASSET MANAGEMENT INC Service code 99 · EIN 36-4061968 | Other Fees | $33,964 |
RSM US LLP2 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $19,665 |
Filed as: CURI RMB CAPITAL LLC Service code 99 · EIN 59-3792751 | Other Fees | $11,881 |
PERFORMANCE WEALTH1 year Service code 99 · EIN 86-1241865 | Other Fees | $11,420 |
Filed as: SAVANT CAPITAL LLC Service code 99 · EIN 45-3812777 | Other Fees | $10,159 |
HAMILTON CAPITAL LLC1 year Service code 99 · EIN 83-3000171 | Other Fees | $5,056 |
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 | $132,826 | $67,679+96.3% | $155,509-14.6% | $99,062+34.1% |
| Participation rate | 97.0% | 67.2%+29.8pp | 78.2%+18.8pp | 71.6%+25.4pp |
| Annual return | 15.79% | 16.16%-0.4pp | 64.67%-48.9pp | 17.66%-1.9pp |
| Employer contribution / active EE | $2,131 | $2,268-6.1% | $4,672-54.4% | $3,262-34.7% |
| Participant deferral / active EE | $8,690 | $3,828+127.0% | $5,626+54.5% | $5,331+63.0% |
| Admin fee / account holder | $66 | $94-29.6% | $15,912-99.6% | $109-39.5% |