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 5-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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $20,059 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $15,550 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,843 | $54,193-26.5% | $93,606-57.4% | $77,643-48.7% |
| Participation rate | 59.0% | 63.9%-5.0pp | 68.7%-9.7pp | 70.6%-11.6pp |
| Annual return | 14.99% | 30.54%-15.5pp | 133.20%-118.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,957 | $3,144+25.9% | $4,411-10.3% | $4,647-14.8% |
| Admin fee / account holder | $254 | $576-55.8% | $8,285-96.9% | $430-40.9% |