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: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,784 |
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $7,926 |
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).
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 | $56,459 | $65,908-14.3% | $81,812-31.0% | $77,643-27.3% |
| Participation rate | 36.0% | 65.8%-29.8pp | 72.3%-36.4pp | 70.6%-34.6pp |
| Annual return | 12.43% | 26.64%-14.2pp | 773.79%-761.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,927 | $3,505-45.0% | $4,319-55.4% | $4,647-58.5% |
| Admin fee / account holder | $160 | $526-69.6% | $7,386-97.8% | $430-62.8% |