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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,134 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,000 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,472 | $76,670+84.5% | $96,683+46.3% | $71,457+98.0% |
| Participation rate | 63.9% | 66.6%-2.7pp | 74.3%-10.5pp | 67.9%-4.0pp |
| Annual return | 15.51% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,981 | $3,031-34.6% | $3,737-47.0% | $2,588-23.4% |
| Participant deferral / active EE | $2,870 | $3,771-23.9% | $4,878-41.2% | $4,289-33.1% |
| Admin fee / account holder | $392 | $2,028-80.7% | $6,730-94.2% | $1,587-75.3% |