Filed August 18, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 15 · EIN 84-0467907 | Recordkeeping | $59,588 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,000 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 · EIN 82-1434504 | Advisory (Plan) | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,004 | $45,000-6.7% | $143,757-70.8% | $77,904-46.1% |
| Participation rate | 70.8% | 66.8%+4.0pp | 80.3%-9.5pp | 73.7%-2.8pp |
| Annual return | -15.10% | 29.03%-44.1pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $551 | $1,870-70.5% | $4,951-88.9% | $2,848-80.6% |
| Participant deferral / active EE | $1,132 | $3,157-64.1% | $5,637-79.9% | $4,806-76.4% |
| Admin fee / account holder | $25 | $98-74.5% | $14,673-99.8% | $133-81.0% |