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) | $176,796 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $51,489 |
QDRO CONSULTANTS COMPANY, LLC8+ years Service code 16 · EIN 34-1820650 | Consulting | $1,050 |
TD AMERITRADE, INC.7 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $895 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $360 |
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 | $89,101 | $59,339+50.2% | $149,673-40.5% | $103,482-13.9% |
| Participation rate | 97.8% | 70.2%+27.6pp | 78.8%+19.0pp | 73.3%+24.5pp |
| Annual return | 17.76% | 77.78%-60.0pp | 134.42%-116.7pp | 33.11%-15.4pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $6,718 | $3,716+80.8% | $5,680+18.3% | $5,207+29.0% |
| Admin fee / account holder | $31 | $103-70.4% | $13,210-99.8% | $114-73.3% |