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 |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $48,258 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,128 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,240 |
GEFFEN MESHER10+ years Filed as: GEFFEN MESHER AND CO., P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $21,125 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $12,865 |
PENSION PLAN SPECIALISTS, PC10+ years Service code 13 | Contract Administrator | $5,417 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,841-100.0% | $102,423-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | -88.10% | 31.65%-119.7pp | 29.32%-117.4pp | 561.29%-649.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |