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 CO Service code 50 · EIN 84-0467907 | Direct Payment | $103,081 |
SPIVAK LIPTON LLP11+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $44,463 |
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $26,000 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $15,250 |
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 | $84,358 | $84,030+0.4% | $126,539-33.3% | $102,872-18.0% |
| Participation rate | 71.7% | 58.3%+13.4pp | 69.8%+1.8pp | 73.0%-1.4pp |
| Annual return | 14.46% | 17.79%-3.3pp | 425.95%-411.5pp | 19.06%-4.6pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $3,674-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $3,438 | $3,749-8.3% | $4,083-15.8% | $5,535-37.9% |
| Admin fee / account holder | $158 | $299-47.2% | $6,065-97.4% | $292-46.0% |