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 LLP10+ years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · BRADENTON, FL 34202 | Contract Administrator | $6,064 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,962 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $141 |
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 | $38,940 | $59,417-34.5% | $93,606-58.4% | $74,495-47.7% |
| Participation rate | 80.9% | 59.7%+21.2pp | 68.7%+12.2pp | 67.2%+13.7pp |
| Annual return | 9.02% | 81.83%-72.8pp | 133.20%-124.2pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $639 | $1,264-49.4% | $2,420-73.6% | $2,623-75.6% |
| Participant deferral / active EE | $4,357 | $3,050+42.9% | $4,411-1.2% | $4,346+0.3% |
| Admin fee / account holder | $50 | $3,021-98.4% | $8,285-99.4% | $1,942-97.4% |