Filed April 3, 2019
Total covered: 137 employees
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 10-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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $267,445 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $220,947 |
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $180,778 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $474 |
CHARLES SCHWAB & CO., INC.6 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 | $150,074 | $115,744+29.7% | $100,391+49.5% | $199,593-24.8% |
| Participation rate | 98.1% | 85.7%+12.4pp | 81.5%+16.6pp | 72.0%+26.1pp |
| Annual return | 10.13% | 17.79%-7.7pp | 49.20%-39.1pp | 34.25%-24.1pp |
| Employer contribution / active EE | $3,982 | $3,657+8.9% | $3,942+1.0% | $3,034+31.2% |
| Participant deferral / active EE | $10,314 | $9,844+4.8% | $8,082+27.6% | $5,087+102.8% |
| Admin fee / account holder | $137 | $93+47.1% | $7,899-98.3% | $269-49.2% |