Filed January 3, 2020 (most recent of 4 filings on file)
Total covered: 127 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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $264,392 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $77,864 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN SANDERS LOCKERMAN & ASHMOR Service code 29 600 PEACHTREE STREET · ATLANTA, GA 30308 | Legal | $73,833 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $35,415 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,362 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,105 | $122,693-26.6% | $184,203-51.1% | $199,593-54.9% |
| Participation rate | 97.6% | 86.8%+10.8pp | 86.8%+10.8pp | 72.0%+25.6pp |
| Annual return | 13.28% | 143.91%-130.6pp | 28.81%-15.5pp | 34.25%-21.0pp |
| Employer contribution / active EE | $4,196 | $4,584-8.5% | $6,427-34.7% | $3,034+38.3% |
| Participant deferral / active EE | $8,591 | $7,990+7.5% | $9,131-5.9% | $5,087+68.9% |
| Admin fee / account holder | $179 | $121+48.8% | $13,901-98.7% | $269-33.3% |