Filed February 3, 2021
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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,077,453 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $316,068 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $31,672 |
Filed as: ENVESTNET ASSET MGMT INC. Service code 99 · EIN 36-4319587 | Other Fees | $15,984 |
Service code 99 · EIN 81-3215434 | Other Fees | $10,739 |
CHARLES SCHWAB & CO., INC.10+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $8,485 |
Service code 99 · EIN 33-0960340 | Other Fees | $6,569 |
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 | $173,212 | $128,056+35.3% | $146,958+17.9% | $106,382+62.8% |
| Participation rate | 96.6% | 67.2%+29.4pp | 82.2%+14.5pp | 69.9%+26.8pp |
| Annual return | 15.32% | 17.89%-2.6pp | 418.34%-403.0pp | 17.37%-2.1pp |
| Employer contribution / active EE | $4,442 | $3,384+31.3% | $4,933-9.9% | $3,364+32.1% |
| Participant deferral / active EE | $12,855 | $7,674+67.5% | $8,070+59.3% | $5,569+130.8% |
| Admin fee / account holder | $93 | $89+4.9% | $12,998-99.3% | $79+17.3% |