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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,438 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $9,678 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS, INC Service code 13 6215 FERRIS SQUARE, SUITE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $8,072 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $290 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $223 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,446 | $54,705-55.3% | $71,209-65.7% | $84,808-71.2% |
| Participation rate | 76.5% | 64.1%+12.4pp | 73.8%+2.7pp | 68.3%+8.2pp |
| Annual return | 19.94% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,679 | $2,158+24.1% | $2,721-1.6% | $2,631+1.8% |
| Participant deferral / active EE | $5,089 | $3,030+67.9% | $4,175+21.9% | $4,212+20.8% |
| Admin fee / account holder | $258 | $4,863-94.7% | $5,349-95.2% | $7,344-96.5% |