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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.
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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 |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 13 · EIN 52-0783935 | Contract Administrator | $10,052 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,380 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 401 S TRYON ST · CHARLOTTE, NC 28081 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,171 | $50,815-66.2% | $155,509-89.0% | $77,643-77.9% |
| Participation rate | 50.1% | 63.1%-13.0pp | 78.2%-28.1pp | 70.6%-20.4pp |
| Annual return | 12.61% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,166 | $1,993-41.5% | $4,672-75.0% | $2,726-57.2% |
| Participant deferral / active EE | $826 | $2,822-70.7% | $5,626-85.3% | $4,647-82.2% |
| Admin fee / account holder | $55 | $437-87.5% | $15,912-99.7% | $430-87.3% |