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 CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,021 |
BATES & COMPANY, INC.5 years Filed as: BATES & COMPANY INC. Service code 13 · EIN 59-3465757 1201 S. ORLANDO AVE STE. 202 · WINTER PARK, FL 327890000 | Contract Administrator | $13,818 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,557 |
BATES & COMPANY, INC.1 year Service code 13 | Contract Administrator | $5,324 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,201 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,582 | $34,677-46.4% | $77,024-75.9% | $64,808-71.3% |
| Participation rate | 72.8% | 49.8%+22.9pp | 67.9%+4.9pp | 71.5%+1.3pp |
| Annual return | -16.46% | -5.33%-11.1pp | 42.32%-58.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $126 | $1,370-90.8% | $2,812-95.5% | $2,506-95.0% |
| Participant deferral / active EE | $2,561 | $2,556+0.2% | $4,426-42.1% | $4,310-40.6% |
| Admin fee / account holder | $224 | $179+25.6% | $5,425-95.9% | $188+19.4% |