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 |
|---|---|---|
LPL FINANCIAL4 years Service code 27 | Advisory (Plan) | $26,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $21,898 |
Filed as: MARTIN, MARTIN, RANDALL Service code 13 | Contract Administrator | $0 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 | Contract Administrator | $0 |
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.)
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 | $109,123 | $62,127+75.6% | $81,382+34.1% | $74,495+46.5% |
| Participation rate | 50.7% | 64.0%-13.3pp | 69.5%-18.8pp | 67.2%-16.5pp |
| Annual return | 7.97% | 16.48%-8.5pp | 24.73%-16.8pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $962 | $1,882-48.9% | $2,463-60.9% | $2,623-63.3% |
| Participant deferral / active EE | $2,448 | $3,229-24.2% | $3,883-37.0% | $4,346-43.7% |
| Admin fee / account holder | $437 | $1,934-77.4% | $5,768-92.4% | $1,942-77.5% |