Filed July 11, 2022
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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $31,913 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,307 |
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 | $46,433 | $49,451-6.1% | $79,550-41.6% | $66,914-30.6% |
| Participation rate | 90.5% | 61.3%+29.2pp | 69.5%+21.0pp | 69.8%+20.7pp |
| Annual return | -13.56% | 84.25%-97.8pp | 0.16%-13.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,809 | $1,266+43.0% | $2,413-25.0% | $2,544-28.9% |
| Participant deferral / active EE | $3,023 | $3,159-4.3% | $3,985-24.1% | $4,237-28.6% |
| Admin fee / account holder | $158 | $595-73.4% | $6,832-97.7% | $593-73.3% |