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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $31,086 |
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT,, LLC Service code 55 | Other Commissions | $20,459 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,434 |
Filed as: MARTIN MARTIN RANDALL & ASSO. INC. Service code 13 · EIN 64-0765749 | Contract Administrator | $3,230 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 99 353 N CLARK ST. · CHICAGO, IL 60654 | Other Fees | $3,230 |
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,162 | $86,929-61.9% | $102,423-67.6% | $80,856-59.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.30% | 18.88%-11.6pp | 29.32%-22.0pp | 35.59%-28.3pp |
| Employer contribution / active EE | $4,904 | $2,369+107.0% | $3,023+62.2% | $2,755+78.0% |
| Participant deferral / active EE | $2,375 | $4,118-42.3% | $5,053-53.0% | $4,296-44.7% |
| Admin fee / account holder | $210 | $8,049-97.4% | $9,451-97.8% | $6,918-97.0% |