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 7-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $410,494 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Contract Administrator | $2,700 |
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 | $64,345 | $104,697-38.5% | $96,544-33.4% | $80,160-19.7% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.2pp | 72.9%+23.2pp |
| Annual return | 21.64% | 21.78%-0.1pp | 25.84%-4.2pp | 40.38%-18.7pp |
| Employer contribution / active EE | $1,836 | $3,536-48.1% | $2,965-38.1% | $2,978-38.3% |
| Participant deferral / active EE | $3,695 | $6,188-40.3% | $4,851-23.8% | $5,017-26.3% |
| Admin fee / account holder | $79 | $107-26.2% | $8,252-99.0% | $145-45.6% |