Filed October 26, 2017 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $802,692 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $100,000 |
LBMC, PC2 years Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $19,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,460 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,631 | $106,382-80.6% | $69,647-70.4% | $106,382-80.6% |
| Participation rate | 79.9% | 69.9%+10.0pp | 66.5%+13.4pp | 69.9%+10.0pp |
| Annual return | 13.38% | 17.37%-4.0pp | 100.48%-87.1pp | 17.37%-4.0pp |
| Employer contribution / active EE | $689 | $3,364-79.5% | $1,712-59.8% | $3,364-79.5% |
| Participant deferral / active EE | $2,288 | $5,569-58.9% | $2,886-20.7% | $5,569-58.9% |
| Admin fee / account holder | $60 | $79-24.6% | $4,713-98.7% | $79-24.6% |