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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $541,787 |
Service code 13 · EIN 85-3439612 P.O. BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $97,890 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 · EIN 43-1451524 4860 COLLEGE BOULEVARD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $66,033 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND & KNIGHT LLS Service code 29 · EIN 59-0663819 P.O. BOX 936937 · ATLANTA, GA 311936937 | Legal | $30,262 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $17,650 |
HANCOCK ASKEW & CO., LLP11+ years Filed as: HANCOCK ASKEW Service code 10 · EIN 58-0662558 100 RIVERVIEW DRIVE · SAVANNAH, GA 31404 | Accounting | $17,650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,382 | $140,769-69.9% | $71,209-40.5% | $140,769-69.9% |
| Participation rate | 74.5% | 74.2%+0.4pp | 73.8%+0.8pp | 74.2%+0.4pp |
| Annual return | 14.02% | 16.82%-2.8pp | 282.51%-268.5pp | 16.82%-2.8pp |
| Employer contribution / active EE | $1,957 | $3,906-49.9% | $2,721-28.1% | $3,906-49.9% |
| Participant deferral / active EE | $1,972 | $6,717-70.6% | $4,175-52.8% | $6,717-70.6% |
| Admin fee / account holder | $75 | $229-67.2% | $5,349-98.6% | $229-67.2% |