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 | $22,875 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,823 |
BATES & COMPANY, INC.6 years Filed as: BATES & COMPANY INC. Service code 13 · EIN 59-3465757 1201 S. ORLANDO AVE STE. 202 · WINTER PARK, FL 327890000 | Contract Administrator | $11,488 |
BATES & COMPANY, INC.2 years Service code 13 | Contract Administrator | $5,604 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,476 |
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 | $23,057 | $41,078-43.9% | $80,569-71.4% | $71,457-67.7% |
| Participation rate | 72.5% | 50.2%+22.3pp | 67.0%+5.5pp | 67.9%+4.6pp |
| Annual return | 16.40% | 38.45%-22.0pp | 935.43%-919.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $281 | $1,506-81.3% | $2,723-89.7% | $2,588-89.1% |
| Participant deferral / active EE | $3,966 | $2,699+46.9% | $4,447-10.8% | $4,289-7.5% |
| Admin fee / account holder | $249 | $1,840-86.5% | $5,377-95.4% | $1,587-84.3% |