Filed January 31, 2024 (most recent of 2 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 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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,339 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $45,673 |
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 | $40,653 | $39,973+1.7% | $79,550-48.9% | $77,904-47.8% |
| Participation rate | 87.9% | 64.6%+23.3pp | 69.5%+18.4pp | 73.7%+14.2pp |
| Annual return | -13.53% | 3.42%-17.0pp | 0.16%-13.7pp | 12.21%-25.7pp |
| Employer contribution / active EE | $898 | $1,088-17.5% | $2,413-62.8% | $2,848-68.5% |
| Participant deferral / active EE | $2,456 | $2,774-11.5% | $3,985-38.4% | $4,806-48.9% |
| Admin fee / account holder | $117 | $113+3.7% | $6,832-98.3% | $133-11.7% |