Filed December 12, 2023 (most recent of 2 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 |
|---|---|---|
PENSION ASSURANCE LLP9+ years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · BRADENTON, FL 34202 | Contract Administrator | $5,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,908 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61 |
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 | $36,680 | $54,701-32.9% | $86,188-57.4% | $71,457-48.7% |
| Participation rate | 79.5% | 60.1%+19.4pp | 69.0%+10.5pp | 67.9%+11.6pp |
| Annual return | 14.89% | 20.06%-5.2pp | 1168.45%-1153.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $632 | $1,265-50.1% | $2,380-73.5% | $2,588-75.6% |
| Participant deferral / active EE | $4,233 | $3,108+36.2% | $3,985+6.2% | $4,289-1.3% |
| Admin fee / account holder | $28 | $1,922-98.6% | $6,852-99.6% | $1,587-98.3% |