See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,715 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,000 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $14,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,725 | $65,435+47.8% | $86,677+11.6% | $66,914+44.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.38% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,958 | $2,153+130.2% | $2,836+74.8% | $2,544+94.9% |
| Participant deferral / active EE | $6,024 | $4,100+46.9% | $4,656+29.4% | $4,237+42.2% |
| Admin fee / account holder | $335 | $642-47.8% | $7,493-95.5% | $593-43.6% |