Filed November 2, 2021
Total covered: 14 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 5-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $204,077 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $24,586 |
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 | $38,832 | $113,293-65.7% | $67,502-42.5% | $199,593-80.5% |
| Participation rate | 93.0% | 73.3%+19.7pp | 72.9%+20.1pp | 72.0%+21.0pp |
| Annual return | 13.51% | 15.88%-2.4pp | 3512.12%-3498.6pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,733 | $3,401-49.0% | $2,731-36.5% | $3,034-42.9% |
| Participant deferral / active EE | $3,615 | $4,159-13.1% | $4,000-9.6% | $5,087-28.9% |
| Admin fee / account holder | $105 | $103+1.9% | $3,998-97.4% | $269-61.1% |