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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,385 |
TRIAD ADVISORS INC7 years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $67,855 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $24,619 |
Filed as: WEYRICH, CRONIN & SORRA LLC Service code 99 1301 YORK RD STE 800 · LUTHERVILLE, MD 21093 | Other Fees | $20,950 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $17,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,978 |
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 | $154,520 | $82,202+88.0% | $125,339+23.3% | $64,808+138.4% |
| Participation rate | 75.7% | 77.9%-2.2pp | 82.4%-6.7pp | 71.5%+4.2pp |
| Annual return | -16.74% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $4,352 | $3,615+20.4% | $4,814-9.6% | $2,506+73.7% |
| Participant deferral / active EE | $6,689 | $7,175-6.8% | $7,446-10.2% | $4,310+55.2% |
| Admin fee / account holder | $587 | $163+259.3% | $10,010-94.1% | $188+212.3% |