Filed February 3, 2023 (most recent of 2 filings on file)
Total covered: 22 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 ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Investment Management | $1,171,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $490,429 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 28 · EIN 13-3114906 | Investment Management | $51,337 |
CROWE LLP6 years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46624 | Accounting | $31,552 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,586 | $117,739+16.0% | $116,228+17.5% | $117,739+16.0% |
| Participation rate | 95.3% | 76.6%+18.7pp | 74.6%+20.8pp | 76.6%+18.7pp |
| Annual return | 10.70% | 17.29%-6.6pp | 90.06%-79.4pp | 17.29%-6.6pp |
| Employer contribution / active EE | $5,554 | $3,746+48.3% | $2,994+85.5% | $3,746+48.3% |
| Participant deferral / active EE | $8,232 | $6,128+34.3% | $4,953+66.2% | $6,128+34.3% |
| Admin fee / account holder | $156 | $112+39.2% | $11,989-98.7% | $112+39.2% |