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 |
|---|---|---|
CADARET GRANT & CO INC10+ years Service code 55 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Other Commissions | $93,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,680 |
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 | $54,292 | $50,815+6.8% | $155,509-65.1% | $77,643-30.1% |
| Participation rate | 71.4% | 63.1%+8.3pp | 78.2%-6.7pp | 70.6%+0.9pp |
| Annual return | 13.15% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $821 | $1,993-58.8% | $4,672-82.4% | $2,726-69.9% |
| Participant deferral / active EE | $3,289 | $2,822+16.5% | $5,626-41.5% | $4,647-29.2% |
| Admin fee / account holder | $12 | $437-97.2% | $15,912-99.9% | $430-97.2% |