Filed October 4, 2021
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 | $21,752 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,679 | $101,955+246.9% | $112,887+213.3% | $71,457+395.0% |
| Participation rate | 96.1% | 82.1%+14.0pp | 80.5%+15.6pp | 67.9%+28.2pp |
| Annual return | 11.83% | 28.92%-17.1pp | 34.10%-22.3pp | 28.85%-17.0pp |
| Employer contribution / active EE | $10,813 | $4,743+128.0% | $4,563+136.9% | $2,588+317.9% |
| Participant deferral / active EE | $9,690 | $6,771+43.1% | $6,513+48.8% | $4,289+125.9% |
| Admin fee / account holder | $199 | $1,395-85.8% | $7,047-97.2% | $1,587-87.5% |