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 10-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 INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,567 |
UMR2 years Service code 13 · EIN 39-1995276 | Contract Administrator | $31,169 |
Service code 10 · EIN 31-0800053 | Accounting | $24,242 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 28 ADVISORS · LOMARD, IL 60148 | Investment Management | $23,530 |
ASCENSUS LLC5 years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $11,431 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $8,743 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,948 | $82,917-24.1% | $103,333-39.1% | $77,643-18.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.49% | 19.13%-2.6pp | 24.88%-8.4pp | 31.24%-14.7pp |
| Employer contribution / active EE | $4,916 | $3,552+38.4% | $3,868+27.1% | $2,726+80.4% |
| Participant deferral / active EE | $130 | $4,108-96.8% | $5,057-97.4% | $4,647-97.2% |
| Admin fee / account holder | $161 | $638-74.8% | $8,355-98.1% | $430-62.6% |