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 7-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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,768 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,359 |
PENSION SERVICES, INC.3 years Service code 13 3150 SW 38 AVENUE · MIAMI, FL 33146 | Contract Administrator | $7,500 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Investment Management | $3,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,609 | $100,923-89.5% | $150,045-92.9% | $74,304-85.7% |
| Participation rate | 35.0% | 70.1%-35.1pp | 82.3%-47.3pp | 60.3%-25.3pp |
| Annual return | 11.78% | 51.77%-40.0pp | 62.55%-50.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,477 | $6,709-48.2% | $7,997-56.5% | $3,767-7.7% |
| Admin fee / account holder | $140 | $2,767-94.9% | $13,435-99.0% | $2,969-95.3% |