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 COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $370,823 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $46,450 |
THOMPSON COBURN LLP2 years Service code 29 ONE US BANK PLAZA · ST LOUIS, MO 63101 | Legal | $32,322 |
Filed as: WILLIS TOWERS WATSON MIDWEST INC Service code 13 233 S WACKER DR · CHICAGO, IL 60606 | Contract Administrator | $7,272 |
Participant contribution per participant 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).
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 | $27,512 | $110,299-75.1% | $102,423-73.1% | $199,593-86.2% |
| Participation rate | 78.8% | 86.3%-7.5pp | 76.5%+2.3pp | 72.0%+6.8pp |
| Annual return | 15.76% | 35.73%-20.0pp | 29.32%-13.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $1,594 | $3,603-55.8% | $3,023-47.3% | $3,034-47.5% |
| Participant deferral / active EE | $1,289 | $6,376-79.8% | $5,053-74.5% | $5,087-74.7% |
| Admin fee / account holder | $85 | $122-30.3% | $9,451-99.1% | $269-68.3% |