See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $27,262 |
Service code 27 | Advisory (Plan) | $22,551 |
INTAC ACTUARIAL SERVICES1 year Service code 13 | Contract Administrator | $4,651 |
Filed as: RED BANK PENSION SERVICES Service code 99 | Other Fees | $2,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,057 | $50,815+45.7% | $155,509-52.4% | $77,643-4.6% |
| Participation rate | 20.1% | 63.1%-43.0pp | 78.2%-58.1pp | 70.6%-50.5pp |
| Annual return | 12.14% | 34.80%-22.7pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $306 | $1,993-84.7% | $4,672-93.5% | $2,726-88.8% |
| Participant deferral / active EE | $1,257 | $2,822-55.5% | $5,626-77.7% | $4,647-73.0% |
| Admin fee / account holder | $479 | $437+9.7% | $15,912-97.0% | $430+11.3% |