Filed June 12, 2025 (most recent of 5 filings on file)
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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $362,021 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $58,825 |
Service code 16 · EIN 34-1820650 | Consulting | $600 |
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 | $79,132 | $53,136+48.9% | $155,509-49.1% | $199,593-60.4% |
| Participation rate | 97.2% | 64.1%+33.1pp | 78.2%+19.0pp | 72.0%+25.2pp |
| Annual return | 14.23% | 41.15%-26.9pp | 64.67%-50.4pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,321 | $1,851-28.6% | $4,672-71.7% | $3,034-56.5% |
| Participant deferral / active EE | $5,308 | $3,161+67.9% | $5,626-5.7% | $5,087+4.3% |
| Admin fee / account holder | $84 | $185-54.9% | $15,912-99.5% | $269-68.9% |