Filed February 5, 2021 (most recent of 5 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,459 |
TBS AGENCY INC4 years Service code 55 · EIN 52-1473914 | Other Commissions | $4,490 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 26-2768667 | Contract Administrator | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,357 | $102,553-54.8% | $151,611-69.4% | $66,914-30.7% |
| Participation rate | 73.3% | 85.5%-12.2pp | 87.5%-14.2pp | 69.8%+3.5pp |
| Annual return | -14.62% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,083 | $4,180-50.2% | $6,166-66.2% | $2,544-18.1% |
| Participant deferral / active EE | $4,257 | $6,641-35.9% | $8,363-49.1% | $4,237+0.5% |
| Admin fee / account holder | $92 | $630-85.4% | $11,616-99.2% | $593-84.5% |