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 |
|---|---|---|
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA SUITE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $13,691 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $402 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,305 | $210,648-61.4% | $177,989-54.3% | $145,922-44.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.52% | 385.86%-370.3pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,257 | $4,565+15.2% | $3,949+33.1% | $4,660+12.8% |
| Participant deferral / active EE | $5,090 | $6,958-26.8% | $6,276-18.9% | $6,688-23.9% |
| Admin fee / account holder | $3,257 | $12,013-72.9% | $10,363-68.6% | $13,397-75.7% |