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 5-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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,562 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 25 P.O. BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $12,746 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMOR AVE. · SHREWSBURY, NJ 07702 | Contract Administrator | $750 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,814 | $59,417-51.5% | $93,606-69.2% | $74,495-61.3% |
| Participation rate | 75.0% | 59.7%+15.3pp | 68.7%+6.3pp | 67.2%+7.8pp |
| Annual return | 9.89% | 81.83%-71.9pp | 133.20%-123.3pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,058 | $1,264-16.3% | $2,420-56.3% | $2,623-59.7% |
| Participant deferral / active EE | $2,216 | $3,050-27.3% | $4,411-49.8% | $4,346-49.0% |
| Admin fee / account holder | $239 | $3,021-92.1% | $8,285-97.1% | $1,942-87.7% |