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 · EIN 42-0127290 | Contract Administrator | $152,411 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $71,236 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,667 |
Filed as: ATLANTIC PENSION SERVICE Service code 13 · EIN 23-2942715 | Contract Administrator | $13,687 |
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 | $52,615 | $107,459-51.0% | $135,903-61.3% | $80,160-34.4% |
| Participation rate | 86.8% | 78.0%+8.7pp | 81.9%+4.9pp | 72.9%+13.8pp |
| Annual return | 42.41% | 91.91%-49.5pp | 68.23%-25.8pp | 40.38%+2.0pp |
| Employer contribution / active EE | $3,920 | $3,877+1.1% | $4,856-19.3% | $2,978+31.6% |
| Participant deferral / active EE | $7,695 | $8,195-6.1% | $7,758-0.8% | $5,017+53.4% |
| Admin fee / account holder | $205 | $127+61.7% | $10,762-98.1% | $145+41.7% |