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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,535 |
Service code 13 13550 W 95TH ST · LENEXA, KS 66215 | Contract Administrator | $62,315 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,468 |
Filed as: BIA CONSULTING, LLC Service code 13 ONE BAUSCH LOMB PL STE 900 · ROCHESTER, NY 14604 | Contract Administrator | $8,702 |
EFPR GROUP LLP1 year Service code 10 100 S CLINTON AVE STE 1500 · ROCHESTER, NY 14604 | Accounting | $7,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,578 | $48,698+5.9% | $93,606-44.9% | $199,593-74.2% |
| Participation rate | 73.2% | 63.5%+9.7pp | 68.7%+4.5pp | 72.0%+1.3pp |
| Annual return | 16.55% | 15.34%+1.2pp | 133.20%-116.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $119 | $1,135-89.5% | $2,420-95.1% | $3,034-96.1% |
| Participant deferral / active EE | $4,802 | $2,817+70.5% | $4,411+8.9% | $5,087-5.6% |
| Admin fee / account holder | $164 | $195-16.0% | $8,285-98.0% | $269-39.0% |