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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,659 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E.ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,602 |
Filed as: INDEPENDENT RETIREMENT CONSULTING L Service code 13 · EIN 90-0451904 6500 S. MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $6,366 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 E.ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,230 | $65,561+10.2% | $91,541-21.1% | $74,304-2.8% |
| Participation rate | 64.2% | 56.6%+7.6pp | 69.8%-5.6pp | 60.3%+3.9pp |
| Annual return | 16.71% | 17.68%-1.0pp | 20.50%-3.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,106 | $2,918+6.4% | $4,008-22.5% | $3,767-17.5% |
| Admin fee / account holder | $338 | $3,333-89.9% | $6,956-95.1% | $2,969-88.6% |