Filed October 1, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,216 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,667 |
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 | $47,346 | $89,178-46.9% | $91,541-48.3% | $102,872-54.0% |
| Participation rate | 72.9% | 79.7%-6.8pp | 69.8%+3.1pp | 73.0%-0.2pp |
| Annual return | 0.00% | 14.52%-14.5pp | 20.50%-20.5pp | 19.06%-19.1pp |
| Employer contribution / active EE | $1,492 | $3,455-56.8% | $2,505-40.4% | $3,526-57.7% |
| Participant deferral / active EE | $2,580 | $4,657-44.6% | $4,008-35.6% | $5,535-53.4% |
| Admin fee / account holder | $82 | $134-38.9% | $6,956-98.8% | $292-72.0% |