See peer percentile detail with Solo.
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 |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 | Recordkeeping | $32,864 |
Service code 27 2515 WARREN AVE STE 500 · CHEYENNE, WY 82001 | Advisory (Plan) | $28,839 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,442 | $122,239-55.5% | $184,203-70.4% | $74,495-26.9% |
| Participation rate | 81.2% | 85.5%-4.3pp | 86.8%-5.6pp | 67.2%+14.0pp |
| Annual return | 13.00% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,965 | $4,537-12.6% | $6,427-38.3% | $2,623+51.2% |
| Participant deferral / active EE | $7,378 | $7,139+3.4% | $9,131-19.2% | $4,346+69.8% |
| Admin fee / account holder | $452 | $1,260-64.1% | $13,901-96.8% | $1,942-76.7% |