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 3-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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,996 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,380 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $173 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,305 | $76,050-91.7% | $96,544-93.5% | $71,457-91.2% |
| Participation rate | 95.2% | 74.4%+20.8pp | 76.0%+19.3pp | 67.9%+27.3pp |
| Annual return | 29.21% | 22.81%+6.4pp | 25.84%+3.4pp | 28.85%+0.4pp |
| Employer contribution / active EE | $1,649 | $2,244-26.5% | $2,965-44.4% | $2,588-36.3% |
| Participant deferral / active EE | $3,520 | $4,215-16.5% | $4,851-27.4% | $4,289-17.9% |
| Admin fee / account holder | $57 | $2,707-97.9% | $8,252-99.3% | $1,587-96.4% |