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 3-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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $2,731 |
HUNNEX AND SHOEMAKER, INC.1+ years Service code 13 | Contract Administrator | $700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $500 |
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 | $31,430 | $53,165-40.9% | $86,188-63.5% | $74,419-57.8% |
| Participation rate | 31.4% | 64.9%-33.5pp | 69.0%-37.6pp | 70.7%-39.4pp |
| Annual return | 17.60% | 22.64%-5.0pp | 1168.45%-1150.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $860 | $1,210-28.9% | $2,380-63.9% | $2,637-67.4% |
| Participant deferral / active EE | $1,490 | $3,234-53.9% | $3,985-62.6% | $4,528-67.1% |
| Admin fee / account holder | $98 | $551-82.2% | $6,852-98.6% | $348-71.8% |