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 |
|---|---|---|
STEPHENS INC2 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $20,170 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,192 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $1,577 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,488 | $86,655-21.0% | $119,609-42.7% | $66,914+2.4% |
| Participation rate | 94.1% | 75.6%+18.6pp | 79.3%+14.9pp | 69.8%+24.3pp |
| Annual return | -14.00% | -8.00%-6.0pp | -14.97%+1.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,015 | $2,536-60.0% | $4,232-76.0% | $2,544-60.1% |
| Participant deferral / active EE | $4,380 | $4,358+0.5% | $5,602-21.8% | $4,237+3.4% |
| Admin fee / account holder | $263 | $755-65.2% | $10,323-97.5% | $593-55.7% |