See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,145 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $31,540 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $13,115 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD BANK Service code 99 411 MCMURRAY RD STE 200 · BETHAL PARK, PA 15102 | Other Fees | $1,174 |
Filed as: EMPOWER ADISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,657 | $101,317+57.6% | $146,958+8.6% | $74,495+114.3% |
| Participation rate | 90.2% | 75.5%+14.7pp | 82.2%+8.0pp | 67.2%+23.0pp |
| Annual return | 15.27% | 8730.91%-8715.6pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $10,105 | $3,810+165.2% | $4,933+104.9% | $2,623+285.3% |
| Participant deferral / active EE | $7,045 | $7,303-3.5% | $8,070-12.7% | $4,346+62.1% |
| Admin fee / account holder | $443 | $1,739-74.5% | $12,998-96.6% | $1,942-77.2% |