See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,766 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,340 |
JAMES A. REICHERT2 years Filed as: JAMES MILLER CPA PC Service code 10 · EIN 13-3180178 4800 LAKEWOOD DR STE 5 · WACO, TX 76710 | Accounting | $10,750 |
Filed as: ECONOMIC GROUP PENSION Service code 13 SERVICES LLC · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $6,927 |
FLEXPATH STRATEGIES, LLC4 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS · ALISO VIEJO, CA 92656 | Other Fees | $3,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,093 | $82,917-55.3% | $103,333-64.1% | $77,643-52.2% |
| Participation rate | 46.8% | 71.6%-24.7pp | 74.5%-27.7pp | 70.6%-23.7pp |
| Annual return | 13.65% | 19.13%-5.5pp | 24.88%-11.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,233 | $3,552-65.3% | $3,868-68.1% | $2,726-54.8% |
| Participant deferral / active EE | $3,486 | $4,108-15.1% | $5,057-31.1% | $4,647-25.0% |
| Admin fee / account holder | $307 | $638-51.8% | $8,355-96.3% | $430-28.6% |