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 8-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: PROCYON PARTNERS LLC DBA PROCYON AD Service code 27 1 CORPORATE DR STE 225 · SHELTON, CT 064846230 | Advisory (Plan) | $23,642 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $14,500 |
Filed as: R P MILLS ASSOCIATES INC Service code 13 213 N FOUNTAIN STREET · ALLENTOWN, PA 18102 | Contract Administrator | $13,255 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,741 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,641 |
Service code 99 1 CORPORATE DR STE 225 · SHELTON, CT 06484 | Other Fees | $2,370 |
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 | $0 | $88,594-100.0% | $70,092-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -13.24% | 442.67%-455.9pp | 190.73%-204.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |