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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $276,642 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $60,621 |
PENSION ASSURANCE LLP1 year Service code 99 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $18,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,689 | $122,186-2.0% | $146,958-18.6% | $199,593-40.0% |
| Participation rate | 96.3% | 78.3%+18.0pp | 82.2%+14.2pp | 72.0%+24.3pp |
| Annual return | 17.64% | 30.56%-12.9pp | 418.34%-400.7pp | 34.25%-16.6pp |
| Employer contribution / active EE | $4,321 | $4,093+5.6% | $4,933-12.4% | $3,034+42.4% |
| Participant deferral / active EE | $11,278 | $8,502+32.6% | $8,070+39.7% | $5,087+121.7% |
| Admin fee / account holder | $110 | $179-38.4% | $12,998-99.2% | $269-59.0% |