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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,401 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 99 PO BOX 735399 · DALLAS, TX 75373 | Other Fees | $25,000 |
STOKES FAMILY OFFICE LLC1 year Filed as: STOKES VISCA HUCKO & BARONE CPAS LL Service code 99 29 GOODWAY DR · ROCHESTER, NY 14623 | Other Fees | $19,500 |
HARTER SECREST & EMERY LLP10+ years Service code 99 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Other Fees | $15,265 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 99 99 HIGH ST · BOSTON, MA 02110 | Other Fees | $8,125 |
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.
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 | $69,886 | $117,025-40.3% | $91,541-23.7% | $85,563-18.3% |
| Participation rate | 79.4% | 64.2%+15.2pp | 69.8%+9.6pp | 66.0%+13.5pp |
| Annual return | 6.43% | 18.02%-11.6pp | 20.50%-14.1pp | 31.51%-25.1pp |
| Employer contribution / active EE | $1,504 | $2,120-29.1% | $2,505-40.0% | $2,654-43.3% |
| Participant deferral / active EE | $3,049 | $3,446-11.5% | $4,008-23.9% | $4,375-30.3% |
| Admin fee / account holder | $360 | $1,242-71.0% | $6,956-94.8% | $834-56.8% |