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 8-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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $482,877 |
PPS PENSION & FINANCIAL SERVICES6+ years Service code 13 8660 SHERIDAN DR · WILLIAMSVILLE, NY 14221 | Contract Administrator | $148,085 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $128,955 |
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 | $51,438 | $104,697-50.9% | $96,544-46.7% | $80,160-35.8% |
| Participation rate | 93.9% | 86.4%+7.5pp | 76.0%+17.9pp | 72.9%+21.0pp |
| Annual return | 16.64% | 21.78%-5.1pp | 25.84%-9.2pp | 40.38%-23.7pp |
| Employer contribution / active EE | $2,488 | $3,536-29.7% | $2,965-16.1% | $2,978-16.5% |
| Participant deferral / active EE | $4,059 | $6,188-34.4% | $4,851-16.3% | $5,017-19.1% |
| Admin fee / account holder | $203 | $107+89.9% | $8,252-97.5% | $145+39.8% |