Filed March 11, 2015 (most recent of 3 filings on file)
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: CANNON FINANCIAL STRATEGISTS INC Service code 16 · EIN 58-2608124 649-8 S MILLEDGE AVE · ATHENS, GA 30605 | Consulting | $70,738 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $54,130 |
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 | $141,936 | $130,655+8.6% | $93,789+51.3% | $64,808+119.0% |
| Participation rate | 94.2% | 84.9%+9.3pp | 81.0%+13.2pp | 71.5%+22.7pp |
| Annual return | -2.15% | -14.04%+11.9pp | -11.33%+9.2pp | 32.82%-35.0pp |
| Employer contribution / active EE | $4,071 | $5,594-27.2% | $4,323-5.8% | $2,506+62.4% |
| Participant deferral / active EE | $7,428 | $8,067-7.9% | $6,094+21.9% | $4,310+72.3% |
| Admin fee / account holder | $174 | $140+23.9% | $7,195-97.6% | $188-7.5% |