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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.
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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 INSUR CO OF AMERICA Service code 49 · EIN 06-1050034 | Other Services | $77,927 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 27 · EIN 45-2061717 500 W MONROE STREET STE 3850 · CHICAGO, IL 60661 | Advisory (Plan) | $73,351 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 11-2558102 | Advisory (Plan) | $42,400 |
KARLEEN O NEILL10+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $40,423 |
MANFRE CPA P.C.10+ years Service code 10 · EIN 61-1632657 | Accounting | $39,696 |
VIRGINIA & AMBINDER, LLP10+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $35,712 |
CLEARY, JOSEM & TRIGIANI LLP9 years Service code 29 · EIN 23-2657967 325 CHESTNUT STREET SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $11,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,137 | $129,021+28.8% | $184,203-9.8% | $77,643+114.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 10.44% | 33.27%-22.8pp | 28.81%-18.4pp | 31.24%-20.8pp |
| Employer contribution / active EE | $15,113 | $4,413+242.5% | $6,427+135.1% | $2,726+454.4% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $805 | $254+217.0% | $13,901-94.2% | $430+86.9% |