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: GLOBAL RETIREMENT PARTNERS Service code 27 4340 RODWOOD HWY · SAN RAFEAL, CA 94903 | Advisory (Plan) | $30,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8315 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,162 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $4,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,200 | $80,724+4.3% | $103,333-18.5% | $74,495+13.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.43% | 27.56%-17.1pp | 24.88%-14.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $11,291 | $3,157+257.6% | $3,868+191.9% | $2,623+330.5% |
| Participant deferral / active EE | $1,387 | $3,860-64.1% | $5,057-72.6% | $4,346-68.1% |
| Admin fee / account holder | $254 | $2,368-89.3% | $8,355-97.0% | $1,942-86.9% |