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 |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $256,879 |
TAYLOR SECURITIES6 years Filed as: J TAYLOR & ASSOCIATES LLC Service code 10 4800 OVERTON PLAZA STE 360 · FORTH WORTH, TX 76109 | Accounting | $105,068 |
Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $96,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,588 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,420 | $53,136+73.9% | $155,509-40.6% | $199,593-53.7% |
| Participation rate | 83.6% | 64.1%+19.5pp | 78.2%+5.4pp | 72.0%+11.6pp |
| Annual return | 15.10% | 41.15%-26.1pp | 64.67%-49.6pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,219 | $1,851-34.2% | $4,672-73.9% | $3,034-59.8% |
| Participant deferral / active EE | $6,467 | $3,161+104.6% | $5,626+14.9% | $5,087+27.1% |
| Admin fee / account holder | $438 | $185+136.3% | $15,912-97.2% | $269+63.0% |