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 |
|---|---|---|
STEFANOS VERTOPOULOS2+ years Service code 16 18616 SE 14TH CIR · VANCOUVER, WA 98683 | Consulting | $7,996 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,006 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,820 | $60,349-77.1% | $74,183-81.4% | $62,891-78.0% |
| Participation rate | 81.5% | 72.7%+8.8pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 3.52% | 21.37%-17.9pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,235 | $1,680-26.5% | $2,370-47.9% | $2,281-45.9% |
| Participant deferral / active EE | $915 | $2,856-68.0% | $3,550-74.2% | $3,203-71.4% |
| Admin fee / account holder | $69 | $4,261-98.4% | $5,586-98.8% | $4,296-98.4% |