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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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $63,107 |
Filed as: COMPENSATION BENEFIT PLANNING INC Service code 13 | Contract Administrator | $6,613 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 13 | Contract Administrator | $2,329 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 · EIN 84-2409363 | Contract Administrator | $1,350 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $945 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,108 | $100,227-60.0% | $169,993-76.4% | $74,419-46.1% |
| Participation rate | 90.6% | 87.3%+3.3pp | 87.0%+3.6pp | 70.7%+19.9pp |
| Annual return | 22.36% | 66.08%-43.7pp | 53.37%-31.0pp | 34.38%-12.0pp |
| Employer contribution / active EE | $1,655 | $4,263-61.2% | $6,785-75.6% | $2,637-37.3% |
| Participant deferral / active EE | $4,390 | $7,143-38.5% | $10,408-57.8% | $4,528-3.0% |
| Admin fee / account holder | $16 | $234-93.3% | $12,815-99.9% | $348-95.5% |