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 4-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: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $39,374 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,103 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS, INC. Service code 13 · EIN 82-0986372 6215 FERRIS SQ, STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $11,308 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,640 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,165 | $99,078-50.4% | $96,544-49.1% | $74,419-33.9% |
| Participation rate | 88.1% | 80.7%+7.4pp | 76.0%+12.1pp | 70.7%+17.4pp |
| Annual return | 37.65% | 22.48%+15.2pp | 25.84%+11.8pp | 34.38%+3.3pp |
| Employer contribution / active EE | $5,436 | $2,570+111.5% | $2,965+83.3% | $2,637+106.1% |
| Participant deferral / active EE | $11,867 | $4,933+140.6% | $4,851+144.6% | $4,528+162.1% |
| Admin fee / account holder | $205 | $225-8.8% | $8,252-97.5% | $348-41.1% |