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 3-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,505 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $38,374 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $38,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,111 |
FIDUCIENT ADVISORS LLC2+ years Service code 27 500 WEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $18,566 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Filed as: THE ANGELL PENSION GROUP Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $393 |
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 | $63,276 | $112,686-43.8% | $169,993-62.8% | $80,160-21.1% |
| Participation rate | 81.1% | 87.4%-6.3pp | 87.0%-5.9pp | 72.9%+8.2pp |
| Annual return | 120.15% | 67.04%+53.1pp | 53.37%+66.8pp | 40.38%+79.8pp |
| Employer contribution / active EE | $2,526 | $4,481-43.6% | $6,785-62.8% | $2,978-15.2% |
| Participant deferral / active EE | $4,949 | $7,876-37.2% | $10,408-52.4% | $5,017-1.4% |
| Admin fee / account holder | $125 | $99+26.5% | $12,815-99.0% | $145-13.5% |