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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,368 |
BDO USA, LLP6 years Service code 13 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $22,143 |
THE ASCENT GROUP, LLC2 years Filed as: THE ASCENT GROUP LLC Service code 27 5029 CORPORATE WOOD DRIVE · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $20,695 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,098 | $30,086-83.1% | $61,373-91.7% | $64,808-92.1% |
| Participation rate | 89.3% | 36.4%+52.9pp | 52.6%+36.7pp | 71.5%+17.8pp |
| Annual return | -17.01% | -13.99%-3.0pp | 338.61%-355.6pp | 32.82%-49.8pp |
| Employer contribution / active EE | $249 | $536-53.6% | $1,159-78.6% | $2,506-90.1% |
| Participant deferral / active EE | $1,090 | $1,126-3.2% | $2,125-48.7% | $4,310-74.7% |
| Admin fee / account holder | $84 | $148-43.2% | $2,130-96.1% | $188-55.2% |