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 3-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 |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 2500 ACTON ROAD · BRIMINGHAM, AL 35243 | Contract Administrator | $71,523 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,022 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,639 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $19,052 |
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).
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 | $20,906 | $55,416-62.3% | $75,972-72.5% | $77,643-73.1% |
| Participation rate | 95.4% | 63.6%+31.8pp | 69.1%+26.3pp | 70.6%+24.8pp |
| Annual return | 11.07% | 17.07%-6.0pp | 359.55%-348.5pp | 31.24%-20.2pp |
| Employer contribution / active EE | $814 | $1,788-54.5% | $2,685-69.7% | $2,726-70.1% |
| Participant deferral / active EE | $2,800 | $3,447-18.8% | $4,255-34.2% | $4,647-39.7% |
| Admin fee / account holder | $232 | $414-44.0% | $6,467-96.4% | $430-46.2% |