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 5-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 |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT2 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 13 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Contract Administrator | $19,707 |
Service code 22 · EIN 52-0783935 | Insurance Broker | $14,331 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,754 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,982 | $106,236-67.1% | $112,228-68.8% | $64,808-46.0% |
| Participation rate | 53.9% | 71.7%-17.8pp | 75.1%-21.2pp | 71.5%-17.6pp |
| Annual return | -12.59% | -6.02%-6.6pp | 27.45%-40.0pp | 32.82%-45.4pp |
| Employer contribution / active EE | $1,301 | $3,166-58.9% | $3,635-64.2% | $2,506-48.1% |
| Participant deferral / active EE | $2,269 | $3,785-40.0% | $4,728-52.0% | $4,310-47.3% |
| Admin fee / account holder | $212 | $452-53.0% | $6,410-96.7% | $188+13.1% |