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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $139,805 |
HAZARD & SIEGEL INC3 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES L Service code 27 5793 WIDEWATERS PKWY · DEWITT, NY 13214 | Advisory (Plan) | $42,030 |
WITHUMSMITH+BROWN, PC2 years Filed as: DERMODY BURKE & BROWN CPAS LLC Service code 10 443 N FRANKLIN ST · SYRACUSE, NY 13204 | Accounting | $17,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $910 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,318 | $55,347-68.7% | $120,354-85.6% | $199,593-91.3% |
| Participation rate | 89.4% | 52.9%+36.5pp | 71.9%+17.4pp | 72.0%+17.4pp |
| Annual return | 12.70% | 15.37%-2.7pp | 107.15%-94.4pp | 34.25%-21.5pp |
| Employer contribution / active EE | $704 | $1,296-45.7% | $3,463-79.7% | $3,034-76.8% |
| Participant deferral / active EE | $2,034 | $2,350-13.5% | $4,991-59.2% | $5,087-60.0% |
| Admin fee / account holder | $90 | $134-32.7% | $9,423-99.0% | $269-66.4% |