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 |
|---|---|---|
Service code 13 13550 W 95TH ST · LENEXA, KS 66215 | Contract Administrator | $18,288 |
Filed as: EMPOWER LIFE & ANNITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,728 |
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $3,800 |
EFPR GROUP, CPAS, PLLC2 years Filed as: EFPR GROUP LLP DBA EFPR GROUP Service code 10 CPAS PLLC · ROCHESTER, NY 14604 | Accounting | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,401 | $52,406+42.0% | $129,207-42.4% | $74,495-0.1% |
| Participation rate | 42.9% | 53.8%-10.9pp | 69.6%-26.8pp | 67.2%-24.3pp |
| Annual return | 14.35% | 15.66%-1.3pp | 9417.33%-9403.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $605 | $1,531-60.5% | $4,153-85.4% | $2,623-76.9% |
| Participant deferral / active EE | $1,733 | $2,794-38.0% | $4,168-58.4% | $4,346-60.1% |
| Admin fee / account holder | $300 | $2,633-88.6% | $7,715-96.1% | $1,942-84.5% |