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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $745,272 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $80,000 |
APRIO LLP3 years Service code 99 PO BOX 117310 · ATLANTA, GA 30368 | Other Fees | $57,198 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,648 | $77,577-27.0% | $101,794-44.4% | $140,769-59.8% |
| Participation rate | 49.9% | 56.8%-6.9pp | 69.2%-19.3pp | 74.2%-24.3pp |
| Annual return | 15.67% | 14.47%+1.2pp | 30.53%-14.9pp | 16.82%-1.2pp |
| Employer contribution / active EE | $903 | $1,318-31.5% | $2,289-60.5% | $3,906-76.9% |
| Participant deferral / active EE | $3,423 | $2,205+55.2% | $4,084-16.2% | $6,717-49.0% |
| Admin fee / account holder | $162 | $84+92.6% | $8,777-98.2% | $229-29.2% |