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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,250 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,240 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,577 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $7,546 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE SUITE 810 · MEMPHIS, TN 38137 | Contract Administrator | $7,351 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,849 | $50,982-43.4% | $154,803-81.4% | $85,563-66.3% |
| Participation rate | 92.0% | 59.8%+32.3pp | 78.1%+14.0pp | 66.0%+26.1pp |
| Annual return | 8.14% | 30.35%-22.2pp | 58.88%-50.7pp | 31.51%-23.4pp |
| Employer contribution / active EE | $1,844 | $1,708+7.9% | $4,305-57.2% | $2,654-30.5% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $52 | $846-93.9% | $14,329-99.6% | $834-93.8% |