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 10-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Recordkeeping Fees | $43,328 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $12,616 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $11,291 |
WOODBURY FINANCIAL SERVICES8+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 | Other Commissions | $7,098 |
Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Other Commissions | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,746 | $61,272-66.1% | $149,673-86.1% | $71,457-71.0% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.3pp | 67.9%+22.2pp |
| Annual return | 8.31% | 35.85%-27.5pp | 134.42%-126.1pp | 28.85%-20.5pp |
| Employer contribution / active EE | $1,482 | $2,378-37.7% | $4,818-69.2% | $2,588-42.7% |
| Participant deferral / active EE | $1,698 | $2,917-41.8% | $5,680-70.1% | $4,289-60.4% |
| Admin fee / account holder | $144 | $1,261-88.6% | $13,210-98.9% | $1,587-90.9% |