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 | $38,030 |
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 | $15,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,033 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,968 | $76,050+9.1% | $96,544-14.1% | $71,457+16.1% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.5pp |
| Annual return | 15.10% | 22.81%-7.7pp | 25.84%-10.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $4,879 | $2,244+117.4% | $2,965+64.6% | $2,588+88.5% |
| Participant deferral / active EE | $5,371 | $4,215+27.4% | $4,851+10.7% | $4,289+25.2% |
| Admin fee / account holder | $278 | $2,707-89.7% | $8,252-96.6% | $1,587-82.5% |