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 · EIN 84-0467907 | Recordkeeping Fees | $103,309 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $56,089 |
MCCLAIN SMITH & WENZ PC1 year Filed as: MCCLAIN,SMITH & WENZ, PC Service code 10 · EIN 38-3382520 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,972 | $71,883+235.2% | $86,677+178.0% | $68,494+251.8% |
| Participation rate | 82.6% | 72.2%+10.3pp | 76.6%+6.0pp | 67.9%+14.7pp |
| Annual return | -15.61% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $12,592 | $2,173+479.5% | $2,836+343.9% | $2,596+385.0% |
| Participant deferral / active EE | $4,461 | $3,779+18.1% | $4,656-4.2% | $4,027+10.8% |
| Admin fee / account holder | $1,462 | $6,112-76.1% | $7,493-80.5% | $5,403-72.9% |