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 |
|---|---|---|
Service code 27 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURNACE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,674 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $18,156 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,802 |
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 | $59,191 | $54,193+9.2% | $93,606-36.8% | $77,643-23.8% |
| Participation rate | 51.5% | 63.9%-12.4pp | 68.7%-17.2pp | 70.6%-19.1pp |
| Annual return | 12.85% | 30.54%-17.7pp | 133.20%-120.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $721 | $1,168-38.2% | $2,420-70.2% | $2,726-73.5% |
| Participant deferral / active EE | $3,277 | $3,144+4.2% | $4,411-25.7% | $4,647-29.5% |
| Admin fee / account holder | $208 | $576-63.9% | $8,285-97.5% | $430-51.8% |