Filed February 19, 2020 (most recent of 4 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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $353,672 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD, STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $191 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,805 | $78,044-43.9% | $117,472-62.7% | $78,044-43.9% |
| Participation rate | 40.2% | 74.4%-34.3pp | 70.6%-30.4pp | 74.4%-34.3pp |
| Annual return | -15.71% | 10.87%-26.6pp | 29.74%-45.5pp | 10.87%-26.6pp |
| Employer contribution / active EE | $880 | $3,125-71.8% | $4,176-78.9% | $3,125-71.8% |
| Participant deferral / active EE | $1,790 | $5,084-64.8% | $4,070-56.0% | $5,084-64.8% |
| Admin fee / account holder | $109 | $79+38.3% | $5,645-98.1% | $79+38.3% |