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 9-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,964 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $14,668 |
WEINSTEIN ZUGMAN, LLC5 years Filed as: WEINSTEIN SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $14,438 |
LOREN D. STARK COMPANY5 years Service code 13 · EIN 74-1537058 10101 SOUTHWEST FRWY, SUITE 610 · HOUSTON, TX 77074 | Contract Administrator | $5,309 |
LOREN D. STARK COMPANY4 years Filed as: LOREN D STARK COMPANY Service code 13 | Contract Administrator | $2,022 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,012 | $31,310+8.6% | $53,898-36.9% | $74,304-54.2% |
| Participation rate | 53.0% | 30.7%+22.4pp | 55.0%-1.9pp | 60.3%-7.3pp |
| Annual return | 16.65% | 23.16%-6.5pp | 528.60%-511.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,389 | $450+208.8% | $932+49.0% | $2,241-38.0% |
| Participant deferral / active EE | $2,238 | $934+139.5% | $1,826+22.5% | $3,767-40.6% |
| Admin fee / account holder | $394 | $2,175-81.9% | $2,491-84.2% | $2,969-86.7% |