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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 3-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Recordkeeping | $13,886 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,620 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $235 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $59 |
ADP BROKER-DEALER1+ years Service code 49 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,955 | $50,199+5.5% | $70,092-24.4% | $66,914-20.9% |
| Participation rate | 77.2% | 66.3%+10.9pp | 70.5%+6.8pp | 69.8%+7.4pp |
| Annual return | 47.16% | -13.85%+61.0pp | 190.73%-143.6pp | 1.58%+45.6pp |
| Employer contribution / active EE | $4,779 | $1,864+156.4% | $2,559+86.8% | $2,544+87.8% |
| Participant deferral / active EE | $11,614 | $3,112+273.2% | $3,849+201.8% | $4,237+174.1% |
| Admin fee / account holder | $159 | $600-73.5% | $6,267-97.5% | $593-73.2% |