Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $104,914 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $45,790 |
THREE BELL CAPITAL LLC5 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $30,000 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 | Contract Administrator | $1,875 |
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 | $62,076 | $84,000-26.1% | $119,609-48.1% | $77,904-20.3% |
| Participation rate | 57.8% | 77.8%-20.0pp | 79.3%-21.5pp | 73.7%-15.9pp |
| Annual return | -9.80% | -11.59%+1.8pp | -14.97%+5.2pp | 12.21%-22.0pp |
| Employer contribution / active EE | $2,000 | $2,907-31.2% | $4,232-52.7% | $2,848-29.8% |
| Participant deferral / active EE | $4,087 | $4,705-13.1% | $5,602-27.0% | $4,806-15.0% |
| Admin fee / account holder | $185 | $116+59.9% | $10,323-98.2% | $133+39.7% |