See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 1290 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $14,679 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,602 |
INTEGRA BENEFITS CONSULTING LLC2+ years Service code 13 PO BOX 1808 · SPARTANBURG, SC 29304 | Contract Administrator | $1,950 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $183 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,876 | $46,072-22.1% | $70,014-48.8% | $55,167-35.0% |
| Participation rate | 72.7% | 67.5%+5.2pp | 71.8%+0.9pp | 69.0%+3.7pp |
| Annual return | 8.16% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $997 | $1,500-33.5% | $2,338-57.4% | $1,963-49.2% |
| Participant deferral / active EE | $1,870 | $2,344-20.2% | $2,931-36.2% | $3,054-38.8% |
| Admin fee / account holder | $81 | $428-81.1% | $4,380-98.2% | $504-83.9% |