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: MERRILL LYNCH PIERCE FENNER SMITH Service code 49 · EIN 13-5674085 | Other Services | $23,383 |
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,329 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $13,375 |
MY BENEFITS, LLC4 years Service code 13 · EIN 45-2098380 | Contract Administrator | $10,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,407 | $39,973+21.1% | $79,550-39.1% | $77,904-37.9% |
| Participation rate | 23.3% | 64.6%-41.3pp | 69.5%-46.2pp | 73.7%-50.4pp |
| Annual return | -14.97% | 3.42%-18.4pp | 0.16%-15.1pp | 12.21%-27.2pp |
| Employer contribution / active EE | $412 | $1,088-62.1% | $2,413-82.9% | $2,848-85.5% |
| Participant deferral / active EE | $1,653 | $2,774-40.4% | $3,985-58.5% | $4,806-65.6% |
| Admin fee / account holder | $229 | $113+102.5% | $6,832-96.7% | $133+72.5% |