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: DYATECH LLC Service code 13 | Contract Administrator | $2,569 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,121 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHWAY COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $960 |
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 | $25,917 | $58,778-55.9% | $129,207-79.9% | $77,643-66.6% |
| Participation rate | 49.7% | 59.2%-9.6pp | 69.6%-20.0pp | 70.6%-20.9pp |
| Annual return | 13.10% | 24.73%-11.6pp | 9417.33%-9404.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,940 | $3,212-39.6% | $4,168-53.5% | $4,647-58.3% |
| Admin fee / account holder | $5 | $589-99.2% | $7,715-99.9% | $430-98.9% |