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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,654 |
SMITH LEWIS CHESS & COMPANY LLP9+ years Service code 10 670 CHERRY TREE LANE · UNIONTOWN, PA 15401 | Accounting | $18,500 |
DUNBAR, BENDER & ZAPF, INC.9+ years Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $10,250 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,079 | $54,701+101.2% | $86,188+27.7% | $71,457+54.0% |
| Participation rate | 76.7% | 60.1%+16.6pp | 69.0%+7.8pp | 67.9%+8.8pp |
| Annual return | 15.51% | 20.06%-4.5pp | 1168.45%-1152.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $505 | $1,265-60.1% | $2,380-78.8% | $2,588-80.5% |
| Participant deferral / active EE | $3,192 | $3,108+2.7% | $3,985-19.9% | $4,289-25.6% |
| Admin fee / account holder | $462 | $1,922-76.0% | $6,852-93.3% | $1,587-70.9% |