Filed April 29, 2016 (most recent of 6 filings on file)
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 9-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 26 · EIN 84-1532243 | Advisory (Participants) | $2,537,091 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,215,478 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $84,525 |
HAYNES AND BOONE, LLP3 years Filed as: HAYNES AND BOONE LLP Service code 99 P.O. BOX 841399 · DALLAS, TX 75284 | Other Fees | $13,402 |
WILLIS TOWERS WATSON US LLC3 years Service code 99 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Other Fees | $13,289 |
QDRO CONSULTANTS COMPANY, LLC9+ years Service code 16 3071 PEARL ROAD341820650 · MEDINA, OH 44256 | Consulting | $7,650 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $94,249 | $73,283+28.6% | $155,509-39.4% | $106,382-11.4% |
| Participation rate | 80.6% | 73.3%+7.4pp | 78.2%+2.5pp | 69.9%+10.8pp |
| Annual return | 12.89% | 15.77%-2.9pp | 64.67%-51.8pp | 17.37%-4.5pp |
| Employer contribution / active EE | $3,220 | $2,247+43.3% | $4,672-31.1% | $3,364-4.3% |
| Participant deferral / active EE | $4,744 | $4,580+3.6% | $5,626-15.7% | $5,569-14.8% |
| Admin fee / account holder | $74 | $56+32.4% | $15,912-99.5% | $79-6.2% |