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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,905 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $16,570 |
ROZIER HARRINGTON & MCKAY CPAS5+ years Service code 10 PO BOX 12178 · ALEXANDRIA, LA 71315 | Accounting | $9,839 |
Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $7,691 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,279 | $99,957+34.3% | $149,696-10.3% | $73,488+82.7% |
| Participation rate | 94.7% | 75.7%+19.0pp | 82.5%+12.2pp | 70.7%+24.0pp |
| Annual return | 1.47% | 53.87%-52.4pp | 276.60%-275.1pp | 28.51%-27.0pp |
| Employer contribution / active EE | $4,165 | $3,191+30.5% | $4,644-10.3% | $2,270+83.5% |
| Participant deferral / active EE | $7,038 | $6,073+15.9% | $6,842+2.9% | $3,740+88.2% |
| Admin fee / account holder | $492 | $551-10.7% | $9,309-94.7% | $513-4.1% |