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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,446 |
DENALI WEALTH MANAGEMENT7+ years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $64,534 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Service code 13 | Contract Administrator | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,513 | $82,202-15.4% | $125,339-44.5% | $64,808+7.3% |
| Participation rate | 83.7% | 77.9%+5.8pp | 82.4%+1.3pp | 71.5%+12.2pp |
| Annual return | -17.60% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,702 | $3,615+30.1% | $4,814-2.3% | $2,506+87.6% |
| Participant deferral / active EE | $11,754 | $7,175+63.8% | $7,446+57.8% | $4,310+172.7% |
| Admin fee / account holder | $297 | $163+82.0% | $10,010-97.0% | $188+58.2% |