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 7-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 |
|---|---|---|
WARREN AVERETT, LLC6+ years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $17,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,575 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,992 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,706 | $72,607+5.6% | $90,749-15.5% | $66,914+14.6% |
| Participation rate | 95.9% | 73.7%+22.2pp | 75.7%+20.2pp | 69.8%+26.1pp |
| Annual return | -17.48% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,883 | $2,369+21.7% | $2,921-1.3% | $2,544+13.3% |
| Participant deferral / active EE | $5,443 | $3,977+36.8% | $4,564+19.3% | $4,237+28.5% |
| Admin fee / account holder | $101 | $707-85.8% | $8,445-98.8% | $593-83.0% |