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 |
|---|---|---|
SHELTER ROCK MANAGEMENT LLC3 years Service code 27 375 N BROADWAY STE 207 · JERICHO, NY 117532008 | Advisory (Plan) | $106,811 |
Service code 13 435 NEW KARNER ROAD, CONCORD ST. · ALBANY, NY 12205 | Contract Administrator | $69,721 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD STREET · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,160 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
DANZIGER & MARKHOFF LLP3 years Filed as: DANZIGER & MARKHOFF, LLP Service code 13 1133 WESTCHESTER AVENUE, SUITE N208 · WHITE PLAINS, NY 10604 | Contract Administrator | -$15,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,193 | $106,110-3.7% | $147,005-30.5% | $77,671+31.6% |
| Participation rate | 71.6% | 78.4%-6.8pp | 82.2%-10.5pp | 70.6%+1.0pp |
| Annual return | 25.44% | 56.77%-31.3pp | 418.76%-393.3pp | 31.21%-5.8pp |
| Employer contribution / active EE | $4,745 | $4,065+16.7% | $4,934-3.8% | $2,726+74.0% |
| Participant deferral / active EE | $9,495 | $7,992+18.8% | $8,070+17.7% | $4,648+104.3% |
| Admin fee / account holder | $701 | $338+107.5% | $13,006-94.6% | $430+62.8% |