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) | $151,256 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $52,549 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1 |
Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.7 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $0 |
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 | $79,250 | $50,127+58.1% | $149,673-47.1% | $80,160-1.1% |
| Participation rate | 84.1% | 64.3%+19.8pp | 78.8%+5.3pp | 72.9%+11.2pp |
| Annual return | 17.16% | 29.82%-12.7pp | 134.42%-117.3pp | 40.38%-23.2pp |
| Employer contribution / active EE | $2,832 | $1,865+51.9% | $4,818-41.2% | $2,978-4.9% |
| Participant deferral / active EE | $5,180 | $3,194+62.2% | $5,680-8.8% | $5,017+3.2% |
| Admin fee / account holder | $81 | $153-46.8% | $13,210-99.4% | $145-43.9% |