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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $238,273 |
Service code 27 · EIN 39-1859759 11 E KILBOURN AVE STE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $70,000 |
GRANT THORNTON LLP5 years Service code 99 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Other Fees | $17,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,071 | $241,101-64.3% | $103,333-16.7% | $199,593-56.9% |
| Participation rate | 97.0% | 78.3%+18.7pp | 74.5%+22.5pp | 72.0%+25.0pp |
| Annual return | 15.48% | 17.80%-2.3pp | 24.88%-9.4pp | 34.25%-18.8pp |
| Employer contribution / active EE | $3,949 | $4,244-6.9% | $3,868+2.1% | $3,034+30.2% |
| Participant deferral / active EE | $8,395 | $3,958+112.1% | $5,057+66.0% | $5,087+65.0% |
| Admin fee / account holder | $83 | $288-71.1% | $8,355-99.0% | $269-69.1% |