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 | $48,374 |
Filed as: TRUOG-RYDING COMPANY Service code 16 · EIN 95-3497679 | Consulting | $14,993 |
PENSION ASSURANCE LLP3 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $12,500 |
HICKS PENSION SERVICES4 years Service code 16 · EIN 77-0155091 555 CHORRO ST · SAN LUIS OBISPO, CA 93405 | Consulting | $0 |
Filed as: MML INSURANCE AGENCY LLC Service code 16 · EIN 04-3109325 4275 EXECUTIVE SQ · LA JOLLA, CA 92037 | Consulting | $0 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 16 · EIN 74-2794194 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,120 | $102,553-44.3% | $151,611-62.3% | $66,914-14.6% |
| Participation rate | 87.8% | 85.5%+2.3pp | 87.5%+0.3pp | 69.8%+18.0pp |
| Annual return | -8.67% | -10.82%+2.1pp | 3.33%-12.0pp | 1.58%-10.3pp |
| Employer contribution / active EE | $4,256 | $4,180+1.8% | $6,166-31.0% | $2,544+67.3% |
| Participant deferral / active EE | $9,202 | $6,641+38.6% | $8,363+10.0% | $4,237+117.2% |
| Admin fee / account holder | $329 | $630-47.8% | $11,616-97.2% | $593-44.6% |