Filed January 8, 2025 (most recent of 3 filings on file)
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 COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $393,131 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS INC Service code 17 · EIN 43-1685158 | Pension Consulting | $82,500 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $39,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,635 | $96,188-41.1% | $75,972-25.5% | $99,062-42.8% |
| Participation rate | 42.3% | 72.7%-30.4pp | 69.1%-26.8pp | 71.6%-29.3pp |
| Annual return | 15.09% | 16.48%-1.4pp | 359.55%-344.5pp | 17.66%-2.6pp |
| Employer contribution / active EE | $660 | $3,167-79.2% | $2,685-75.4% | $3,262-79.8% |
| Participant deferral / active EE | $2,158 | $4,842-55.4% | $4,255-49.3% | $5,331-59.5% |
| Admin fee / account holder | $94 | $87+7.9% | $6,467-98.5% | $109-13.5% |