Filed January 15, 2025 (most recent of 2 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 ANNUITY INS CO OF AM. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,842 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL PENSION & PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $19,800 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL PENSION & PAYROLL, LLC Service code 13 | Contract Administrator | $9,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,964 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,280 | $86,897+52.2% | $151,611-12.8% | $64,808+104.1% |
| Participation rate | 89.4% | 87.3%+2.1pp | 87.5%+1.9pp | 71.5%+17.9pp |
| Annual return | -10.71% | -3.57%-7.1pp | 3.33%-14.0pp | 32.82%-43.5pp |
| Employer contribution / active EE | $2,782 | $4,010-30.6% | $6,166-54.9% | $2,506+11.0% |
| Participant deferral / active EE | $9,235 | $6,690+38.0% | $8,363+10.4% | $4,310+114.3% |
| Admin fee / account holder | $217 | $153+41.9% | $11,616-98.1% | $188+15.6% |