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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,933 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $47,692 |
PENSION SERVICES, INC.10+ years Service code 13 3150 SW 38TH AVE · MIAMI, FL 33146 | Contract Administrator | $22,019 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,669 |
PENSION SERVICES, INC.6 years Filed as: PENSION SERVICES INC. Service code 13 | Contract Administrator | $10,000 |
Employer contribution per participant 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 | $46,933 | $106,028-55.7% | $146,958-68.1% | $77,643-39.6% |
| Participation rate | 92.5% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 14.52% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $144 | $4,063-96.5% | $4,933-97.1% | $2,726-94.7% |
| Participant deferral / active EE | $5,114 | $7,990-36.0% | $8,070-36.6% | $4,647+10.1% |
| Admin fee / account holder | $228 | $337-32.5% | $12,998-98.2% | $430-47.1% |