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 1400 AMERICAN BLVD #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,692 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,504 |
RSM US LLP1 year Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $25,410 |
THE BENEFIT PRATICE7 years Service code 13 | Contract Administrator | $10,000 |
THE BENEFIT PRACTICE8 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $2,400 |
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 | $190,475 | $130,194+46.3% | $169,993+12.0% | $71,457+166.6% |
| Participation rate | 94.6% | 86.1%+8.4pp | 87.0%+7.6pp | 67.9%+26.6pp |
| Annual return | 20.01% | 20.37%-0.4pp | 53.37%-33.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $9,767 | $4,381+122.9% | $6,785+43.9% | $2,588+277.5% |
| Participant deferral / active EE | $17,641 | $6,923+154.8% | $10,408+69.5% | $4,289+311.3% |
| Admin fee / account holder | $300 | $966-69.0% | $12,815-97.7% | $1,587-81.1% |