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 |
|---|---|---|
Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,500 |
Service code 27 6201 COLLEGE BLVD, 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,500 |
BENEFIT RESOURCES, INC.4+ years Service code 13 1545 RIVER PARK DR STE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $13,800 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $11,340 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,835 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,559 |
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 | $57,172 | $39,898+43.3% | $121,196-52.8% | $55,725+2.6% |
| Participation rate | 95.8% | 61.2%+34.6pp | 71.7%+24.1pp | 70.9%+25.0pp |
| Annual return | -4.16% | -0.96%-3.2pp | 16.93%-21.1pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,698 | $1,295+108.3% | $4,022-32.9% | $2,078+29.8% |
| Participant deferral / active EE | $2,746 | $2,439+12.6% | $3,344-17.9% | $3,356-18.2% |
| Admin fee / account holder | $43 | $95-54.6% | $5,019-99.1% | $115-62.5% |