Filed December 31, 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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,326 |
RPA FINANCIAL LLC1 year Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
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 | $79,269 | $88,890-10.8% | $102,423-22.6% | $77,643+2.1% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.5%+18.7pp | 70.6%+24.6pp |
| Annual return | 14.31% | 24.98%-10.7pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,431 | $2,698+27.2% | $3,023+13.5% | $2,726+25.9% |
| Participant deferral / active EE | $10,265 | $5,145+99.5% | $5,053+103.1% | $4,647+120.9% |
| Admin fee / account holder | $224 | $235-4.9% | $9,451-97.6% | $430-48.0% |