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 3-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,354 |
PASI, LLC3+ years Service code 13 | Contract Administrator | $5,255 |
PASI, LLC3+ years Filed as: PASI Service code 13 · EIN 26-1407927 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,770 | $74,927-5.5% | $101,794-30.5% | $84,808-16.6% |
| Participation rate | 89.2% | 61.4%+27.8pp | 69.2%+20.0pp | 68.3%+20.9pp |
| Annual return | 3.21% | 18.70%-15.5pp | 30.53%-27.3pp | 40.90%-37.7pp |
| Employer contribution / active EE | $592 | $1,522-61.1% | $2,289-74.1% | $2,631-77.5% |
| Participant deferral / active EE | $3,704 | $3,099+19.5% | $4,084-9.3% | $4,212-12.1% |
| Admin fee / account holder | $303 | $6,514-95.4% | $8,777-96.6% | $7,344-95.9% |