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 64 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $187,582 |
PEAK RETIREMENT GROUP3 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $77,919 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $37,657 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,117 |
PARK CAPITAL MANAGEMENT LLC8 years Service code 27 700 REGENT ST · MADISON, WA 53715 | Advisory (Plan) | $14,545 |
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).
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 | $0 | $48,698-100.0% | $93,606-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 68.7%-68.7pp | 72.0%-72.0pp |
| Annual return | 15.02% | 15.34%-0.3pp | 133.20%-118.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $698 | $1,135-38.5% | $2,420-71.2% | $3,034-77.0% |
| Participant deferral / active EE | $3,553 | $2,817+26.1% | $4,411-19.4% | $5,087-30.1% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |