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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,554 |
Filed as: WILBANKS SMITH & THOMAS ASSET MANAG Service code 27 150 W MAIN ST STE 1700 · NORFOLK, VA 23510 | Advisory (Plan) | $13,628 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 1715 PRATT DR STE 2700 · BLACKSBURG, VA 240606387 | Accounting | $4,000 |
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 | $11,342 | $47,722-76.2% | $82,719-86.3% | $64,808-82.5% |
| Participation rate | 82.8% | 67.6%+15.1pp | 72.6%+10.2pp | 71.5%+11.3pp |
| Annual return | -12.68% | -13.05%+0.4pp | 701.18%-713.9pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,698 | $2,179-22.1% | $3,009-43.6% | $2,506-32.2% |
| Participant deferral / active EE | $1,052 | $3,329-68.4% | $4,395-76.1% | $4,310-75.6% |
| Admin fee / account holder | $73 | $143-49.1% | $5,329-98.6% | $188-61.3% |