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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.
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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 |
|---|---|---|
GENWORTH FINANCIAL ADVISORS4+ years Service code 27 · EIN 36-3120284 | Advisory (Plan) | $24,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,546 | $42,548-42.3% | $74,550-67.1% | $56,287-56.4% |
| Participation rate | 88.6% | 60.5%+28.1pp | 69.1%+19.4pp | 69.9%+18.7pp |
| Annual return | -7.61% | 12.40%-20.0pp | 32.53%-40.1pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $320 | $467-31.4% | $5,060-93.7% | $521-38.5% |