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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,657 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,005 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,529 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $16,387 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $13,259 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 | Advisory (Plan) | $11,003 |
DEFINITI LLC2 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $10,771 |
K. WILLIAMSON2 years Filed as: WILLIAMSON CADILLAC COMPANY Service code 99 7815 SW 104 ST · MIAMI, FL 33156 | Other Fees | $9,665 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,675 | $59,417+86.3% | $93,606+18.2% | $74,495+48.6% |
| Participation rate | 82.1% | 59.7%+22.4pp | 68.7%+13.4pp | 67.2%+14.9pp |
| Annual return | -25.50% | 81.83%-107.3pp | 133.20%-158.7pp | 1364.94%-1390.4pp |
| Employer contribution / active EE | $3,543 | $1,264+180.4% | $2,420+46.4% | $2,623+35.1% |
| Participant deferral / active EE | $6,793 | $3,050+122.7% | $4,411+54.0% | $4,346+56.3% |
| Admin fee / account holder | $482 | $3,021-84.1% | $8,285-94.2% | $1,942-75.2% |