Filed April 4, 2022 (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.
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 | $135,187 |
PROVENANCE WEALTH ADVISORS2 years Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 200 S BISCAYNE BLVD · MIAMI, FL 331312310 | Advisory (Plan) | $119,952 |
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 | $52,946 | $2,679,533-98.0% | $164,813-67.9% | $199,593-73.5% |
| Participation rate | 95.0% | 78.3%+16.7pp | 78.6%+16.4pp | 72.0%+23.0pp |
| Annual return | 13.67% | 17.93%-4.3pp | 69.93%-56.3pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,733 | $2,970-41.7% | $4,341-60.1% | $3,034-42.9% |
| Participant deferral / active EE | $4,884 | $5,010-2.5% | $6,031-19.0% | $5,087-4.0% |
| Admin fee / account holder | $182 | $1,982-90.8% | $12,690-98.6% | $269-32.2% |