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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,712 |
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $98,649 |
ACUFF & ASSOCIATES, INC.2 years Service code 13 320 SEVEN SPRINGS WAY, SUITE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $44,031 |
WATKINS UIBERALL, PLLC3+ years Filed as: WATKINS UIBERALL PLLC Service code 10 1661 AARON BRENNER · MEMPHIS, TN 38120 | Accounting | $13,500 |
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 | $50,330 | $84,993-40.8% | $129,995-61.3% | $80,160-37.2% |
| Participation rate | 93.9% | 79.5%+14.4pp | 78.5%+15.4pp | 72.9%+21.0pp |
| Annual return | 18.26% | 23.76%-5.5pp | -137.18%+155.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $1,438 | $3,051-52.9% | $4,320-66.7% | $2,978-51.7% |
| Participant deferral / active EE | $4,052 | $4,984-18.7% | $5,820-30.4% | $5,017-19.2% |
| Admin fee / account holder | $173 | $391-55.7% | $10,614-98.4% | $145+19.4% |