See peer percentile detail. $4.99 for your first month.
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See the 6-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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $38,211 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,982 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES, INC. Service code 13 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $18,539 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,315 | $45,000-23.7% | $143,757-76.1% | $77,904-56.0% |
| Participation rate | 55.5% | 66.8%-11.4pp | 80.3%-24.9pp | 73.7%-18.2pp |
| Annual return | -6.51% | 29.03%-35.5pp | -0.04%-6.5pp | 12.21%-18.7pp |
| Employer contribution / active EE | $1,568 | $1,870-16.1% | $4,951-68.3% | $2,848-44.9% |
| Participant deferral / active EE | $3,226 | $3,157+2.2% | $5,637-42.8% | $4,806-32.9% |
| Admin fee / account holder | $122 | $98+23.9% | $14,673-99.2% | $133-8.0% |