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 8-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,179 |
Service code 13 P.O. BOX 1607 · SHREVEPORT, LA 711651607 | Contract Administrator | $22,820 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS Service code 27 621 N. ROBINSION, SUITE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $17,549 |
Filed as: ARGENT RETIREMENT PLAN ADVISOR Service code 26 · EIN 27-2388726 500 E. REYNOLDS DR. · RUSTON, LA 71270 | Advisory (Participants) | $2,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $952 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,515 | $50,127-83.0% | $149,673-94.3% | $80,160-89.4% |
| Participation rate | 46.8% | 64.3%-17.5pp | 78.8%-32.0pp | 72.9%-26.1pp |
| Annual return | 18.31% | 29.82%-11.5pp | 134.42%-116.1pp | 40.38%-22.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $986 | $3,194-69.1% | $5,680-82.6% | $5,017-80.4% |
| Admin fee / account holder | $55 | $153-64.0% | $13,210-99.6% | $145-62.1% |