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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,745 |
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 99 649-8 S MILLEDGE AVE · ATHENS, GA 30605 | Other Fees | $58,925 |
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 | $150,540 | $331,159-54.5% | $112,887+33.4% | $74,419+102.3% |
| Participation rate | 95.8% | 81.4%+14.5pp | 80.5%+15.3pp | 70.7%+25.1pp |
| Annual return | 15.21% | 21.62%-6.4pp | 34.10%-18.9pp | 34.38%-19.2pp |
| Employer contribution / active EE | $4,788 | $5,469-12.5% | $4,563+4.9% | $2,637+81.5% |
| Participant deferral / active EE | $7,485 | $8,097-7.6% | $6,513+14.9% | $4,528+65.3% |
| Admin fee / account holder | $285 | $281+1.5% | $7,047-96.0% | $348-18.0% |