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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $242,811 |
RBG CAPITAL MARKETS, LLC5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $86,203 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $45,975 |
PLUMBERS&PIPEFITTERS HEALTH&WELFARE10+ years Service code 50 · EIN 73-0950060 | Direct Payment | $41,461 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,236 | $241,101-83.3% | $103,333-61.1% | $199,593-79.8% |
| Participation rate | 94.1% | 78.3%+15.8pp | 74.5%+19.6pp | 72.0%+22.1pp |
| Annual return | 12.97% | 17.80%-4.8pp | 24.88%-11.9pp | 34.25%-21.3pp |
| Employer contribution / active EE | $2,175 | $4,244-48.7% | $3,868-43.8% | $3,034-28.3% |
| Participant deferral / active EE | $561 | $3,958-85.8% | $5,057-88.9% | $5,087-89.0% |
| Admin fee / account holder | $183 | $288-36.5% | $8,355-97.8% | $269-32.0% |