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 9-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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $13,148 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,730 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,983 | $73,102-39.8% | $123,544-64.4% | $56,287-21.9% |
| Participation rate | 75.4% | 74.3%+1.1pp | 82.3%-6.9pp | 69.9%+5.6pp |
| Annual return | 35.35% | 3.01%+32.3pp | 119.20%-83.8pp | -9.96%+45.3pp |
| Employer contribution / active EE | $3,047 | $2,977+2.4% | $4,628-34.1% | $2,111+44.4% |
| Participant deferral / active EE | $5,086 | $5,423-6.2% | $6,426-20.8% | $3,350+51.8% |
| Admin fee / account holder | $330 | $554-40.5% | $9,284-96.4% | $521-36.7% |