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 VERTOPOULOS3+ years Service code 16 18616 SE 14TH CIR · VANCOUVER, WA 98683 | Consulting | $9,050 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,981 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
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.
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 | $0 | $67,606-100.0% | $82,313-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 6.92% | 21.57%-14.6pp | 25.88%-19.0pp | 73.14%-66.2pp |
| Employer contribution / active EE | $701 | $1,755-60.1% | $2,428-71.1% | $2,342-70.1% |
| Participant deferral / active EE | $1,064 | $2,987-64.4% | $3,706-71.3% | $3,332-68.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |