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) | $35,123 |
DUNBAR, BENDER & ZAPF, INC.10+ years Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $13,141 |
SMITH LEWIS CHESS & COMPANY LLP10+ years Service code 10 670 CHERRY TREE LANE · UNIONTOWN, PA 15401 | Accounting | $9,500 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,068 |
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 | $136,440 | $59,417+129.6% | $93,606+45.8% | $74,495+83.2% |
| Participation rate | 79.1% | 59.7%+19.4pp | 68.7%+10.4pp | 67.2%+11.9pp |
| Annual return | 14.80% | 81.83%-67.0pp | 133.20%-118.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $529 | $1,264-58.2% | $2,420-78.2% | $2,623-79.8% |
| Participant deferral / active EE | $3,408 | $3,050+11.7% | $4,411-22.7% | $4,346-21.6% |
| Admin fee / account holder | $457 | $3,021-84.9% | $8,285-94.5% | $1,942-76.5% |