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 9-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 | $14,313 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,762 |
Filed as: PENSION ADMINISTRATORS GROUP INC Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $616 |
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 | $27,800 | $67,984-59.1% | $65,493-57.6% | $74,304-62.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 11.63% | 19.87%-8.2pp | 982.45%-970.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $719 | $2,491-71.2% | $2,574-72.1% | $2,241-67.9% |
| Participant deferral / active EE | $3,168 | $3,346-5.3% | $3,961-20.0% | $3,767-15.9% |
| Admin fee / account holder | $139 | $1,373-89.9% | $5,028-97.2% | $2,969-95.3% |