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 COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $196,109 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $52,124 |
GREGORIO MARCO2 years Filed as: GREGORIO, STEC, KLEIN & HOSE LLC Service code 29 · EIN 99-0408958 | Legal | $43,719 |
Filed as: JOSEPH OHM Service code 14 · EIN 86-0928669 | Plan Administrator | $40,836 |
DENISE DELHAYE11+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $38,965 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
LANER MUCHIN9 years Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $17,679 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $17,016 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $2,702 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,097 | $117,739-16.7% | $107,525-8.8% | $117,739-16.7% |
| Participation rate | 84.7% | 76.6%+8.0pp | 75.1%+9.6pp | 76.6%+8.0pp |
| Annual return | 15.29% | 17.29%-2.0pp | 181.32%-166.0pp | 17.29%-2.0pp |
| Employer contribution / active EE | $4,545 | $3,746+21.3% | $3,754+21.1% | $3,746+21.3% |
| Participant deferral / active EE | $689 | $6,128-88.8% | $5,116-86.5% | $6,128-88.8% |
| Admin fee / account holder | $123 | $112+9.7% | $8,919-98.6% | $112+9.7% |