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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.
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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 |
|---|---|---|
PIERCE FIRM, PLLC1 year Filed as: PIERCE FIRM PLLC Service code 10 2241 GREEN ACRES RD. · FAYETTEVILLE, AR 72703 | Accounting | $31,500 |
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 | Contract Administrator | $12,380 |
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON PLACE, NJ 08534 | Advisory (Plan) | $3,889 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $911 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,804 | $50,815-78.7% | $155,509-93.1% | $77,643-86.1% |
| Participation rate | 11.5% | 63.1%-51.6pp | 78.2%-66.7pp | 70.6%-59.1pp |
| Annual return | 15.48% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $426 | $2,822-84.9% | $5,626-92.4% | $4,647-90.8% |
| Admin fee / account holder | $420 | $437-3.9% | $15,912-97.4% | $430-2.5% |