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 3-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 | $261,016 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,796 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $4,748 |
Filed as: THE HOWARD E NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Contract Administrator | $1,848 |
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 | $28,351 | $44,897-36.9% | $84,966-66.6% | $199,593-85.8% |
| Participation rate | 94.5% | 45.7%+48.8pp | 67.5%+27.0pp | 72.0%+22.5pp |
| Annual return | 21.25% | 20.96%+0.3pp | 66.38%-45.1pp | 34.25%-13.0pp |
| Employer contribution / active EE | $430 | $1,365-68.5% | $2,727-84.2% | $3,034-85.8% |
| Participant deferral / active EE | $3,779 | $2,668+41.6% | $4,519-16.4% | $5,087-25.7% |
| Admin fee / account holder | $66 | $584-88.7% | $6,149-98.9% | $269-75.5% |