See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,395 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,975 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $29,075 |
Filed as: PENSIONMARK FINANCIAL Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,771 |
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 | $58,919 | $129,021-54.3% | $184,203-68.0% | $77,643-24.1% |
| Participation rate | 89.6% | 87.3%+2.3pp | 86.8%+2.8pp | 70.6%+19.1pp |
| Annual return | 78.16% | 33.27%+44.9pp | 28.81%+49.3pp | 31.24%+46.9pp |
| Employer contribution / active EE | $3,791 | $4,413-14.1% | $6,427-41.0% | $2,726+39.1% |
| Participant deferral / active EE | $6,890 | $7,297-5.6% | $9,131-24.5% | $4,647+48.3% |
| Admin fee / account holder | $187 | $254-26.3% | $13,901-98.7% | $430-56.5% |