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 Service code 27 · EIN 06-1050034 30 E.D. PREATE DRIVE SUITE 100 · SCRANTON, PA 18507 | Advisory (Plan) | $188,737 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028 | Plan Administrator | $122,981 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 50 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Direct Payment | $32,707 |
Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940 | Accounting | $27,500 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $25,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,919 | $160,882-86.4% | $200,582-89.1% | $102,872-78.7% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 11.76% | 18.15%-6.4pp | 42.33%-30.6pp | 19.06%-7.3pp |
| Employer contribution / active EE | $2,572 | $5,602-54.1% | $6,419-59.9% | $3,526-27.1% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $448 | $125+258.8% | $16,305-97.3% | $292+53.2% |