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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,145 |
Filed as: PLAN DESIGN CONSULTANTS INC. Service code 13 3451 VIA MONTEBELLO STE 192-108 · CARLSBAD, CA 92009 | Contract Administrator | $23,544 |
OSAIC WEALTH INC1 year Filed as: OSAQIC FA INC Service code 27 1300 S CLINTON ST IH-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $12,610 |
NUKK-FREEMAN & CERRA PC1 year Service code 27 171 E RIDGEWOOD AVE · RIDGEWOOD, NJ 07450 | Advisory (Plan) | $4,490 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $2,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,557 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,785-100.0% | $56,441-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 15.26% | 3000.51%-2985.2pp | 1704.21%-1689.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |