Filed December 9, 2021
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 Service code 62 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $135,302 |
MAR-JAC POULTRY, INC1 year Filed as: MAR JAC POULTRYINC. Service code 10 · EIN 58-0828569 | Accounting | $0 |
MARIETTA WEALTH MANAGEMENT2 years Filed as: MARIETTA WEALTH MANAGEMENT LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,990 | $42,419+43.8% | $104,294-41.5% | $77,904-21.7% |
| Participation rate | 41.2% | 51.6%-10.4pp | 73.3%-32.1pp | 73.7%-32.5pp |
| Annual return | -9.57% | -11.16%+1.6pp | 24.61%-34.2pp | 12.21%-21.8pp |
| Employer contribution / active EE | $1,369 | $1,105+23.8% | $3,372-59.4% | $2,848-51.9% |
| Participant deferral / active EE | $1,474 | $1,992-26.0% | $4,625-68.1% | $4,806-69.3% |
| Admin fee / account holder | $111 | $117-5.3% | $7,339-98.5% | $133-16.2% |