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 |
|---|---|---|
UNITED PLANNERS FINANCIAL SERVICES10+ years Service code 27 · EIN 86-0588303 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $42,170 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,916 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY ST STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $16,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,743 | $176,811-47.0% | $146,958-36.2% | - |
| Participation rate | 97.0% | 76.9%+20.1pp | 82.2%+14.8pp | - |
| Annual return | 19.02% | 11.56%+7.5pp | 418.34%-399.3pp | - |
| Employer contribution / active EE | $2,668 | $3,294-19.0% | $4,933-45.9% | - |
| Participant deferral / active EE | $11,820 | $6,900+71.3% | $8,070+46.5% | - |
| Admin fee / account holder | $552 | $27,451-98.0% | $12,998-95.8% | - |