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 | $59,331 |
Filed as: WILBANKS SMITH & THOMAS ASSET MANAG Service code 27 150 W MAIN ST STE 1700 · NORFOLK, VA 23510 | Advisory (Plan) | $13,916 |
MOSES & SINGER LLP1 year Filed as: MOSES BUYER HOLDINGS INC DBA CLEARS Service code 27 1100 SUPERIOR AVE E STE 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $1,093 |
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.
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 | $12,256 | $60,323-79.7% | $81,812-85.0% | $74,495-83.5% |
| Participation rate | 90.1% | 62.9%+27.2pp | 72.3%+17.7pp | 67.2%+22.9pp |
| Annual return | 10.51% | 16.90%-6.4pp | 773.79%-763.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,020 | $2,620-22.9% | $2,912-30.6% | $2,623-23.0% |
| Participant deferral / active EE | $1,358 | $3,387-59.9% | $4,319-68.6% | $4,346-68.8% |
| Admin fee / account holder | $149 | $1,486-90.0% | $7,386-98.0% | $1,942-92.3% |