See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLVG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,425 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,694 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $8,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,411 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,220 | $95,274-74.6% | $135,903-82.2% | $74,419-67.5% |
| Participation rate | 93.7% | 78.2%+15.5pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 34.03% | 32.77%+1.3pp | 68.23%-34.2pp | 34.38%-0.4pp |
| Employer contribution / active EE | $3,967 | $3,874+2.4% | $4,856-18.3% | $2,637+50.4% |
| Participant deferral / active EE | $5,442 | $7,782-30.1% | $7,758-29.8% | $4,528+20.2% |
| Admin fee / account holder | $117 | $266-56.2% | $10,762-98.9% | $348-66.5% |