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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,739 |
LAWLEY RETIREMENT ADVISORS LLC1+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $34,740 |
PPS PENSION & FINANCIAL SERVICES1+ years Service code 13 8660 SHERIDAN DR · WILLIAMSVILLE, NY 14221 | Contract Administrator | $13,564 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 | Contract Administrator | $3,286 |
Filed as: ACTUARIAL CONSULTING SERVICE INC Service code 13 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $2,620 |
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 | $106,330 | $54,193+96.2% | $93,606+13.6% | $77,643+36.9% |
| Participation rate | 72.0% | 63.9%+8.1pp | 68.7%+3.3pp | 70.6%+1.4pp |
| Annual return | 201.04% | 30.54%+170.5pp | 133.20%+67.8pp | 31.24%+169.8pp |
| Employer contribution / active EE | $680 | $1,168-41.8% | $2,420-71.9% | $2,726-75.0% |
| Participant deferral / active EE | $2,206 | $3,144-29.8% | $4,411-50.0% | $4,647-52.5% |
| Admin fee / account holder | $181 | $576-68.5% | $8,285-97.8% | $430-57.8% |