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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,614,370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,005,804 |
BAYLOR SCOTT & WHITE HEALTH2 years Service code 10 2001 BRYAN TOWER STE 2300 · DALLAS, TX 75201 | Accounting | $40,710 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $36,207 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES AND BOONE LLP Service code 99 P.O. BOX 841399 · DALLAS, TX 75284 | Other Fees | $15,186 |
QDRO CONSULTANTS COMPANY, LLC7+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $8,400 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $8,376 |
Service code 99 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Other Fees | $7,000 |
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 | $75,483 | $83,057-9.1% | $143,757-47.5% | $89,394-15.6% |
| Participation rate | 78.4% | 74.0%+4.4pp | 80.3%-1.9pp | 71.3%+7.2pp |
| Annual return | -14.99% | -13.97%-1.0pp | -0.04%-14.9pp | -11.89%-3.1pp |
| Employer contribution / active EE | $3,147 | $2,095+50.2% | $4,951-36.4% | $3,022+4.2% |
| Participant deferral / active EE | $4,310 | $4,281+0.7% | $5,637-23.5% | $5,123-15.9% |
| Admin fee / account holder | $55 | $83-33.8% | $14,673-99.6% | $79-30.8% |