Filed April 5, 2016
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 | $149,509 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $70,511 |
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 | $42,278 | $71,142-40.6% | $119,609-64.7% | $64,808-34.8% |
| Participation rate | 76.1% | 78.6%-2.5pp | 79.3%-3.2pp | 71.5%+4.6pp |
| Annual return | -10.60% | -10.01%-0.6pp | -14.97%+4.4pp | 32.82%-43.4pp |
| Employer contribution / active EE | $2,309 | $2,497-7.5% | $4,232-45.4% | $2,506-7.8% |
| Participant deferral / active EE | $4,117 | $4,490-8.3% | $5,602-26.5% | $4,310-4.5% |
| Admin fee / account holder | $275 | $162+69.4% | $10,323-97.3% | $188+46.3% |