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 10-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 ANNUITY INS CO OF AMERICA Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $705,613 |
PCC PENSION FUND10+ years Service code 12 · EIN 13-3208565 | Other services; Participant communica... | $566,427 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,612 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $13,000 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 | Legal | $11,705 |
Service code 29 · EIN 11-2621686 | Legal | $11,700 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-2518466 | Actuarial | $5,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,963 | $103,641-50.8% | $107,525-52.6% | $102,872-50.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 4.97% | 13.08%-8.1pp | 181.32%-176.4pp | 19.06%-14.1pp |
| Employer contribution / active EE | $11,853 | $5,096+132.6% | $3,754+215.8% | $3,526+236.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $456 | $276+65.2% | $8,919-94.9% | $292+56.1% |