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 | $41,390 |
RATHER & KITTRELL, INC.7 years Service code 27 · EIN 91-2046298 | Advisory (Plan) | $35,735 |
Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $15,031 |
PUGH & COMPANY, PC4 years Filed as: PUGH & COMPANY PC Service code 10 315 N CEDAR BLUFF RD, STE 200 · KNOXVILLE, TN 37923 | Accounting | $1,166 |
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 | $45,701 | $59,417-23.1% | $93,606-51.2% | $74,495-38.7% |
| Participation rate | 87.4% | 59.7%+27.7pp | 68.7%+18.7pp | 67.2%+20.2pp |
| Annual return | 14.30% | 81.83%-67.5pp | 133.20%-118.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $854 | $1,264-32.4% | $2,420-64.7% | $2,623-67.4% |
| Participant deferral / active EE | $5,483 | $3,050+79.8% | $4,411+24.3% | $4,346+26.2% |
| Admin fee / account holder | $290 | $3,021-90.4% | $8,285-96.5% | $1,942-85.1% |