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 | $15,781 |
RODRIGUEZ TORRES1 year Service code 27 273 PONCE DE LEON AVE · HATO REY, PR 00917 | Advisory (Plan) | $3,520 |
MMLIS1 year Service code 55 | Other Commissions | $2,185 |
ORIENTAL PENSION CONSULTANTS3 years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $150 |
ORIENTAL PENSION CONSULTANTS4 years Service code 13 1900NW CORP BLVD · BOCA RATON, FL 33431 | Contract Administrator | $15 |
Filed as: MMLS Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,363 | $82,664+8.1% | $125,339-28.7% | $68,494+30.5% |
| Participation rate | 98.7% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.8pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,753 | $3,381+70.2% | $4,814+19.5% | $2,596+121.6% |
| Participant deferral / active EE | $4,540 | $6,110-25.7% | $7,446-39.0% | $4,027+12.7% |
| Admin fee / account holder | $830 | $6,275-86.8% | $10,010-91.7% | $5,403-84.6% |