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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,580 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 11516 MIRACLE HILLS DR SUITE 100 · OMAHA, NE 68154 | Advisory (Plan) | $46,208 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. Service code 13 · EIN 11-3665754 DBA FUTUREPLAN ADMINISTRATIVE · SAN DIEGO, CA 92101 | Contract Administrator | $14,620 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,329 |
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 | $57,009 | $92,971-38.7% | $96,683-41.0% | $74,419-23.4% |
| Participation rate | 97.3% | 71.5%+25.7pp | 74.3%+22.9pp | 70.7%+26.5pp |
| Annual return | 16.74% | 37.49%-20.7pp | 35.69%-19.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,177 | $3,426-7.3% | $3,737-15.0% | $2,637+20.5% |
| Participant deferral / active EE | $6,109 | $3,970+53.9% | $4,878+25.2% | $4,528+34.9% |
| Admin fee / account holder | $202 | $633-68.1% | $6,730-97.0% | $348-41.9% |