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 |
|---|---|---|
REHMANN ROBSON2 years Filed as: REHMANN LLC DBO REHMANN FIN GROUP Service code 27 5800 GRATIOT RD STE 201 · SAGINAW, MI 48605 | Advisory (Plan) | $27,959 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,536 |
LPL FINANCIAL6 years Service code 55 | Other Commissions | $19,536 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,456 |
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 | $30,773 | $56,503-45.5% | $70,092-56.1% | $64,808-52.5% |
| Participation rate | 75.8% | 70.5%+5.3pp | 70.5%+5.3pp | 71.5%+4.3pp |
| Annual return | -15.19% | -13.44%-1.8pp | 190.73%-205.9pp | 32.82%-48.0pp |
| Employer contribution / active EE | $953 | $2,046-53.4% | $2,559-62.8% | $2,506-62.0% |
| Participant deferral / active EE | $3,409 | $3,389+0.6% | $3,849-11.4% | $4,310-20.9% |
| Admin fee / account holder | $170 | $160+6.1% | $6,267-97.3% | $188-9.4% |