Filed December 9, 2021
Total covered: 48 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 4-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 Service code 15 · EIN 84-0467907 | Recordkeeping | $224,949 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $172,225 |
WATKINS UIBERALL, PLLC2 years Filed as: WATKINS UIBERALL PLLC Service code 10 1661 AARON BRENNER DR STE 300 · MEMPHIS, TN 38120 | Accounting | $68,000 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 25 1900 E 9TH ST · CLEVELAND, OH 44114 | Directed Trustee | $13,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,443 | $112,623+85.1% | $106,213+96.3% | $199,593+4.4% |
| Participation rate | 98.6% | 86.2%+12.4pp | 75.3%+23.3pp | 72.0%+26.6pp |
| Annual return | 12.42% | 15.57%-3.2pp | 116.14%-103.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $7,121 | $4,575+55.6% | $3,171+124.5% | $3,034+134.7% |
| Participant deferral / active EE | $9,400 | $6,659+41.2% | $5,016+87.4% | $5,087+84.8% |
| Admin fee / account holder | $242 | $107+126.6% | $11,033-97.8% | $269-9.8% |