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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,332 |
EIDE BAILLY LLP5 years Service code 10 P.O. BOX 1914 · BISMARCK, ND 58502 | Accounting | $17,332 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $10,388 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $7,715 |
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).
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 | $13,173 | $48,230-72.7% | $67,502-80.5% | $80,856-83.7% |
| Participation rate | 83.1% | 66.4%+16.8pp | 72.9%+10.3pp | 67.6%+15.5pp |
| Annual return | 12.73% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,959 | $2,020-3.0% | $2,731-28.3% | $2,755-28.9% |
| Participant deferral / active EE | $2,508 | $2,924-14.2% | $4,000-37.3% | $4,296-41.6% |
| Admin fee / account holder | $326 | $3,681-91.2% | $3,998-91.9% | $6,918-95.3% |