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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $135,139 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 | Advisory (Plan) | $53,860 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,211 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 · EIN 04-2675571 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $35,966 |
PA RETIREMENT SOLUTIONS, INC.10+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $27,753 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,783 |
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 | $52,301 | $92,055-43.2% | $106,213-50.8% | $77,643-32.6% |
| Participation rate | 95.5% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 17.48% | 17.91%-0.4pp | 116.14%-98.7pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,805 | $3,367-16.7% | $3,171-11.6% | $2,726+2.9% |
| Participant deferral / active EE | $5,286 | $5,386-1.8% | $5,016+5.4% | $4,647+13.7% |
| Admin fee / account holder | $289 | $219+32.1% | $11,033-97.4% | $430-32.8% |