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 5-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 4340 REDWOOD HWY · SAN RAFAEL, CO 94903 | Advisory (Plan) | $47,460 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $7,200 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $4,746 |
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
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 | $34,952 | $69,477-49.7% | $94,646-63.1% | $71,457-51.1% |
| Participation rate | 94.6% | 78.4%+16.1pp | 80.8%+13.8pp | 67.9%+26.7pp |
| Annual return | 24.75% | 29.66%-4.9pp | 156.71%-132.0pp | 28.85%-4.1pp |
| Employer contribution / active EE | $6,544 | $2,853+129.4% | $3,672+78.2% | $2,588+152.9% |
| Participant deferral / active EE | $14,287 | $7,345+94.5% | $7,418+92.6% | $4,289+233.1% |
| Admin fee / account holder | $0 | $1,210-100.0% | $7,231-100.0% | $1,587-100.0% |