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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $28,209 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 25 MERCHANT ST, STE 135 · CINCINNATI, OH 45246 | Contract Administrator | $16,229 |
Filed as: EMPOWER ANN. INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,470 |
Filed as: LARSON ALLEN LLP Service code 10 PO BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $10,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,484 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,078 |
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 | $32,503 | $106,028-69.3% | $146,958-77.9% | $77,643-58.1% |
| Participation rate | 84.3% | 78.4%+5.9pp | 82.2%+2.1pp | 70.6%+13.7pp |
| Annual return | 16.15% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,296 | $4,063-43.5% | $4,933-53.5% | $2,726-15.8% |
| Participant deferral / active EE | $3,630 | $7,990-54.6% | $8,070-55.0% | $4,647-21.9% |
| Admin fee / account holder | $146 | $337-56.7% | $12,998-98.9% | $430-66.1% |