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) | $35,879 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,011 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $11,194 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,060 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,650 | $101,317-70.7% | $146,958-79.8% | $74,495-60.2% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 14.62% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $4,109 | $3,810+7.8% | $4,933-16.7% | $2,623+56.6% |
| Participant deferral / active EE | $5,652 | $7,303-22.6% | $8,070-30.0% | $4,346+30.1% |
| Admin fee / account holder | $187 | $1,739-89.2% | $12,998-98.6% | $1,942-90.4% |