Filed September 30, 2024 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,862 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,907 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,126 | $50,815-28.9% | $155,509-76.8% | $77,643-53.5% |
| Participation rate | 57.5% | 63.1%-5.6pp | 78.2%-20.6pp | 70.6%-13.0pp |
| Annual return | 7.39% | 34.80%-27.4pp | 64.67%-57.3pp | 31.24%-23.9pp |
| Employer contribution / active EE | $1,109 | $1,993-44.3% | $4,672-76.3% | $2,726-59.3% |
| Participant deferral / active EE | $1,461 | $2,822-48.2% | $5,626-74.0% | $4,647-68.6% |
| Admin fee / account holder | $269 | $437-38.3% | $15,912-98.3% | $430-37.4% |