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 8-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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $83,551 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $43,314 |
Filed as: PICKETT CHANEY & MCMULLEN LLP Service code 10 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Accounting | $16,250 |
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 | $82,902 | $88,982-6.8% | $102,438-19.1% | $77,671+6.7% |
| Participation rate | 80.7% | 80.9%-0.2pp | 76.5%+4.2pp | 70.6%+10.1pp |
| Annual return | 13.09% | 25.01%-11.9pp | 29.37%-16.3pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,503 | $2,698-44.3% | $3,024-50.3% | $2,726-44.9% |
| Participant deferral / active EE | $4,584 | $5,144-10.9% | $5,054-9.3% | $4,648-1.4% |
| Admin fee / account holder | $251 | $236+6.7% | $9,448-97.3% | $430-41.6% |