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 | $395,495 |
ADP BROKER-DEALER9+ 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 | $21,525 |
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 | $51,669 | $119,999-56.9% | $70,515-26.7% | $96,393-46.4% |
| Participation rate | 36.6% | 66.2%-29.6pp | 68.3%-31.7pp | 71.3%-34.7pp |
| Annual return | 17.64% | 20.36%-2.7pp | 32.77%-15.1pp | 22.88%-5.2pp |
| Employer contribution / active EE | $581 | $4,602-87.4% | $2,973-80.4% | $3,238-82.0% |
| Participant deferral / active EE | $1,890 | $4,604-59.0% | $4,567-58.6% | $5,455-65.4% |
| Admin fee / account holder | $92 | $95-2.7% | $6,412-98.6% | $74+24.6% |