Filed April 4, 2018
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 | $98,130 |
Service code 27 11010 HARBOR HILL DR STE B602 · GIG HARBOR, WA 98332 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,881 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,632 | $71,142-48.5% | $119,609-69.4% | $64,808-43.5% |
| Participation rate | 97.1% | 78.6%+18.4pp | 79.3%+17.8pp | 71.5%+25.6pp |
| Annual return | -14.22% | -10.01%-4.2pp | -14.97%+0.8pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,141 | $2,497-14.3% | $4,232-49.4% | $2,506-14.6% |
| Participant deferral / active EE | $4,086 | $4,490-9.0% | $5,602-27.1% | $4,310-5.2% |
| Admin fee / account holder | $258 | $162+58.9% | $10,323-97.5% | $188+37.2% |