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 MANAGEMENT4 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 22 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Insurance Broker | $25,733 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,776 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 13 · EIN 52-0783935 | Contract Administrator | $20,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,271 | $82,917-32.1% | $103,333-45.5% | $77,643-27.5% |
| Participation rate | 47.2% | 71.6%-24.3pp | 74.5%-27.3pp | 70.6%-23.3pp |
| Annual return | 13.31% | 19.13%-5.8pp | 24.88%-11.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,292 | $3,552-63.6% | $3,868-66.6% | $2,726-52.6% |
| Participant deferral / active EE | $2,178 | $4,108-47.0% | $5,057-56.9% | $4,647-53.1% |
| Admin fee / account holder | $325 | $638-49.0% | $8,355-96.1% | $430-24.4% |