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 9-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 INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,414 |
Service code 27 · EIN 43-1451524 11101 SWITZER RD., SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $67,545 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 · EIN 43-1451524 11101 SWITZER RD., SUITE 200 · OVERLAND PARK, KS 66211 | Investment Management | $2,676 |
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 | $83,332 | $88,890-6.3% | $102,423-18.6% | $77,643+7.3% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.5%+11.2pp | 70.6%+17.2pp |
| Annual return | 15.88% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,777 | $2,698-34.1% | $3,023-41.2% | $2,726-34.8% |
| Participant deferral / active EE | $6,293 | $5,145+22.3% | $5,053+24.5% | $4,647+35.4% |
| Admin fee / account holder | $156 | $235-33.6% | $9,451-98.3% | $430-63.7% |