See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP LLC Service code 27 80 S 8TH STREET, SUITE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $31,844 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $774 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $750 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC FUTUREPLAN Service code 12 | Claims processing | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,435 | $82,917-58.5% | $103,333-66.7% | $77,643-55.6% |
| Participation rate | 37.2% | 71.6%-34.3pp | 74.5%-37.3pp | 70.6%-33.3pp |
| Annual return | 8.72% | 19.13%-10.4pp | 24.88%-16.2pp | 31.24%-22.5pp |
| Employer contribution / active EE | $1,022 | $3,552-71.2% | $3,868-73.6% | $2,726-62.5% |
| Participant deferral / active EE | $2,016 | $4,108-50.9% | $5,057-60.1% | $4,647-56.6% |
| Admin fee / account holder | $272 | $638-57.4% | $8,355-96.7% | $430-36.8% |