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 ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $598,517 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 · EIN 36-4291971 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $80,000 |
Filed as: P&M HOLDING GROUP LLP DBA PLANTE Service code 10 · EIN 38-1357951 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $42,314 |
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 | $31,067 | $103,482-70.0% | $169,368-81.7% | $103,482-70.0% |
| Participation rate | 92.3% | 73.3%+19.1pp | 77.1%+15.2pp | 73.3%+19.1pp |
| Annual return | 19.33% | 33.11%-13.8pp | 405.60%-386.3pp | 33.11%-13.8pp |
| Employer contribution / active EE | $1,186 | $3,208-63.0% | $4,013-70.4% | $3,208-63.0% |
| Participant deferral / active EE | $3,384 | $5,207-35.0% | $6,221-45.6% | $5,207-35.0% |
| Admin fee / account holder | $58 | $114-48.9% | $9,003-99.4% | $114-48.9% |