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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.
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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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $47,580 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,425 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $172,128 | $55,415+210.6% | $155,509+10.7% | $74,495+131.1% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-3.0pp | 67.2%+8.0pp |
| Annual return | 17.26% | 268.50%-251.2pp | 64.67%-47.4pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $15,086 | $2,267+565.4% | $4,672+222.9% | $2,623+475.1% |
| Participant deferral / active EE | $8,668 | $2,836+205.6% | $5,626+54.1% | $4,346+99.5% |
| Admin fee / account holder | $338 | $1,738-80.6% | $15,912-97.9% | $1,942-82.6% |