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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,727 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,324 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $23,125 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $9,874 |
BENEFITS MANAGEMENT GROUP, INC.9+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $7,914 |
JOHNSON & KROL, LLC7 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $7,179 |
AMALGAMATED BANK7 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 · EIN 36-0721895 | Bank Trustee | $2,066 |
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 | $68,443 | $92,971-26.4% | $96,683-29.2% | $74,419-8.0% |
| Participation rate | 79.6% | 71.5%+8.0pp | 74.3%+5.2pp | 70.7%+8.9pp |
| Annual return | 17.62% | 37.49%-19.9pp | 35.69%-18.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,380 | $3,426-1.3% | $3,737-9.6% | $2,637+28.1% |
| Participant deferral / active EE | $3,403 | $3,970-14.3% | $4,878-30.2% | $4,528-24.9% |
| Admin fee / account holder | $241 | $633-61.9% | $6,730-96.4% | $348-30.6% |