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 | $86,336 |
Filed as: CREATIVE RETIREMENT SYSTEMS INC. Service code 13 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Contract Administrator | $7,548 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER MALE & STRAKOWSKI CO EA Service code 13 P.O. BOX 128 · MIAMITOWN, OH 45041 | Contract Administrator | $3,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,963 | $89,588-11.9% | $136,007-41.9% | $77,643+1.7% |
| Participation rate | 51.2% | 74.3%-23.1pp | 76.5%-25.2pp | 70.6%-19.3pp |
| Annual return | 13.39% | 17.42%-4.0pp | 579.32%-565.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,832 | $5,591-31.5% | $7,025-45.5% | $4,647-17.5% |
| Admin fee / account holder | $244 | $539-54.7% | $6,858-96.4% | $430-43.3% |