See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 99 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Other Fees | $19,375 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,238 |
Filed as: BENEFIT PLANS, INC. Service code 13 | Contract Administrator | $5,796 |
Filed as: BENEFIT PLANS, INC, Service code 13 16924 FRANCES ST · OMAHA, NE 68130 | Contract Administrator | $935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,780 | $65,061-8.1% | $143,757-58.4% | $66,914-10.7% |
| Participation rate | 78.2% | 65.2%+13.0pp | 80.3%-2.1pp | 69.8%+8.4pp |
| Annual return | -14.01% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,646 | $2,361-30.3% | $4,951-66.8% | $2,544-35.3% |
| Participant deferral / active EE | $4,305 | $2,919+47.5% | $5,637-23.6% | $4,237+1.6% |
| Admin fee / account holder | $295 | $502-41.3% | $14,673-98.0% | $593-50.3% |