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 10-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 |
|---|---|---|
Service code 27 11300 OLYMPIC BLVD UNIT 800 · LOS ANGELES, CA 90064 | Advisory (Plan) | $29,530 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,512 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $15,875 |
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.)
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 | $93,585 | $54,701+71.1% | $86,188+8.6% | $71,457+31.0% |
| Participation rate | 36.9% | 60.1%-23.2pp | 69.0%-32.0pp | 67.9%-31.0pp |
| Annual return | 15.12% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $367 | $1,265-71.0% | $2,380-84.6% | $2,588-85.8% |
| Participant deferral / active EE | $3,906 | $3,108+25.7% | $3,985-2.0% | $4,289-8.9% |
| Admin fee / account holder | $389 | $1,922-79.8% | $6,852-94.3% | $1,587-75.5% |