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 10-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 CO OF AME Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $497,734 |
BENESYS, INC.6 years Service code 13 · EIN 38-2383171 | Contract Administrator | $304,198 |
ASSET STRATEGY CONSULTANTS5 years Filed as: ASSET CONSULTING GROUP LLC Service code 27 · EIN 26-0887580 | Advisory (Plan) | $159,570 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $130,904 |
MILLER KAPLAN ARASE LLP11+ years Service code 10 · EIN 95-2036255 | Accounting | $126,504 |
HOV SERVICES LLC1 year Filed as: HOV SERVICES, INC. Service code 49 · EIN 33-3384800 | Other Services | $43,650 |
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 49 · EIN 31-0841368 | Other Services | $22,016 |
IRON MOUNTAIN6 years Service code 49 · EIN 23-2588479 | Other Services | $16,018 |
ROCKY MOUNTAIN CHAPTER NECA9 years Service code 15 · EIN 84-0367578 | Recordkeeping | $6,545 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $52,967 | $171,977-69.2% | $200,582-73.6% | $140,769-62.4% |
| Participation rate | 100.0% | 93.2%+6.8pp | 86.9%+13.1pp | 74.2%+25.8pp |
| Annual return | 14.52% | 19.20%-4.7pp | 42.33%-27.8pp | 16.82%-2.3pp |
| Employer contribution / active EE | $2,745 | $6,031-54.5% | $6,419-57.2% | $3,906-29.7% |
| Participant deferral / active EE | $398 | $9,366-95.7% | $9,331-95.7% | $6,717-94.1% |
| Admin fee / account holder | $59 | $68-12.6% | $16,305-99.6% | $229-74.1% |