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 | $127,783 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $67,608 |
Filed as: ROMEO WIGGINS & COMPANY LLP Service code 10 110 IOWA LANE STE 101 · CARY, NC 27511 | Accounting | $27,900 |
MMLIS1 year Service code 99 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Fees | $23,185 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 27 INS COMP DBA MML INVESTO · SPRINGFIELD, MA 01102 | Advisory (Plan) | $14,516 |
BATES & COMPANY, INC.1 year Filed as: BATES & COMPANY INC Service code 10 1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789 | Accounting | $8,235 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,266 | $89,282-49.3% | $94,646-52.2% | $74,419-39.2% |
| Participation rate | 98.0% | 82.4%+15.6pp | 80.8%+17.2pp | 70.7%+27.3pp |
| Annual return | 13.85% | 25.96%-12.1pp | 156.71%-142.9pp | 34.38%-20.5pp |
| Employer contribution / active EE | $3,234 | $3,022+7.0% | $3,672-11.9% | $2,637+22.6% |
| Participant deferral / active EE | $9,588 | $8,425+13.8% | $7,418+29.2% | $4,528+111.7% |
| Admin fee / account holder | $193 | $219-11.8% | $7,231-97.3% | $348-44.5% |