Filed April 14, 2025
Total covered: 3 employees
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,932 |
SUN FINANCIAL INC PRESIDIO WEALTH M1+ years Service code 27 6967 S RIVER GATE DR STE 102 · MIDVALE, UT 84047 | Advisory (Plan) | $16,567 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $8,784 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $5,154 |
PRISMHR RETIREMENT SERVICES LLC1+ years Service code 13 7240 S HIGHLAND DR STE 202 · COTTONWOOD HEIGHTS, UT 84121 | Contract Administrator | $1,365 |
DWC - THE 401(K) EXPERTS1+ years Filed as: DWC ERISA CONSULTANTS LLC DBA DWC T Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,086 | $95,880-65.5% | $107,525-69.2% | $85,563-61.3% |
| Participation rate | 34.2% | 70.1%-35.9pp | 75.1%-40.8pp | 66.0%-31.7pp |
| Annual return | 23.91% | 68.06%-44.2pp | 181.32%-157.4pp | 31.51%-7.6pp |
| Employer contribution / active EE | $1,591 | $3,812-58.3% | $3,754-57.6% | $2,654-40.0% |
| Participant deferral / active EE | $2,161 | $4,201-48.6% | $5,116-57.8% | $4,375-50.6% |
| Admin fee / account holder | $158 | $1,025-84.6% | $8,919-98.2% | $834-81.1% |