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 |
|---|---|---|
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LLC Service code 10 4810 WHITE BEAR PKWY · WHITE BEAR LAKE, MN 55110 | Accounting | $32,537 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,982 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,979 |
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 | $29,767 | $62,624-52.5% | $177,989-83.3% | $77,643-61.7% |
| Participation rate | 96.4% | 66.8%+29.5pp | 77.1%+19.3pp | 70.6%+25.8pp |
| Annual return | 15.56% | 16.16%-0.6pp | 294.48%-278.9pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,317 | $1,909-31.0% | $3,949-66.6% | $2,726-51.7% |
| Participant deferral / active EE | $3,068 | $4,219-27.3% | $6,276-51.1% | $4,647-34.0% |
| Admin fee / account holder | $67 | $386-82.5% | $10,363-99.3% | $430-84.3% |