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 6-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 | $135,448 |
PREMIER PLAN CONSULTANTS6+ years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $49,957 |
PENSION ASSURANCE LLP1 year Service code 99 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $13,500 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,063 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,288 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,258 | $42,886-85.4% | $88,946-93.0% | $85,563-92.7% |
| Participation rate | 82.7% | 37.9%+44.8pp | 68.8%+13.9pp | 66.0%+16.8pp |
| Annual return | 14.96% | 44.56%-29.6pp | 57.82%-42.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,144 | $2,108+1.7% | $4,581-53.2% | $4,375-51.0% |
| Admin fee / account holder | $244 | $2,263-89.2% | $8,261-97.0% | $834-70.7% |