Filed November 4, 2016
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 15 · EIN 84-0467907 | Recordkeeping | $365,286 |
Filed as: SAVANT CAPITAL LLC Service code 99 · EIN 45-3812777 | Other Fees | $118,635 |
RFG ADVISORY LLC1 year Service code 99 · EIN 45-2787436 | Other Fees | $64,782 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $64,596 |
HIGHTOWER ADVISORS LLC1 year Service code 99 · EIN 36-4500709 | Other Fees | $59,195 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 99 · EIN 52-2037618 | Other Fees | $43,553 |
THE WELCH GROUP1 year Filed as: THE WELCH GROUP LLC Service code 99 · EIN 63-1231262 | Other Fees | $25,444 |
Service code 99 · EIN 83-2511470 | Other Fees | $24,317 |
Service code 99 · EIN 26-0058143 | Other Fees | $22,494 |
WARREN AVERETT, LLC6 years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $22,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,400 | $106,028+295.6% | $146,958+185.4% | $77,643+440.2% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 29.94% | 56.73%-26.8pp | 418.34%-388.4pp | 31.24%-1.3pp |
| Employer contribution / active EE | $18,936 | $4,063+366.0% | $4,933+283.9% | $2,726+594.7% |
| Participant deferral / active EE | $12,881 | $7,990+61.2% | $8,070+59.6% | $4,647+177.2% |
| Admin fee / account holder | $5 | $337-98.5% | $12,998-100.0% | $430-98.8% |