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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 9-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 CO Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $39,898 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $23,545 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 | Contract Administrator | $4,816 |
Filed as: FUTURE PLANNING ASSOCIATES INC. Service code 13 · EIN 03-0271340 | Contract Administrator | $2,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,148 | $55,415-23.9% | $155,509-72.9% | $74,495-43.4% |
| Participation rate | 67.2% | 61.9%+5.3pp | 78.2%-10.9pp | 67.2%0pp |
| Annual return | 13.98% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,936 | $2,267-14.6% | $4,672-58.6% | $2,623-26.2% |
| Participant deferral / active EE | $3,365 | $2,836+18.7% | $5,626-40.2% | $4,346-22.6% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |