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 |
|---|---|---|
Service code 27 1200 NEW PORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $26,567 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,209 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $8,811 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL BENEFITS COPR. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,836 | $73,867+59.5% | $143,757-18.0% | $68,494+72.0% |
| Participation rate | 49.0% | 66.7%-17.7pp | 80.3%-31.3pp | 67.9%-18.9pp |
| Annual return | -16.72% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $161 | $3,184-95.0% | $4,951-96.8% | $2,596-93.8% |
| Participant deferral / active EE | $2,778 | $3,384-17.9% | $5,637-50.7% | $4,027-31.0% |
| Admin fee / account holder | $649 | $5,755-88.7% | $14,673-95.6% | $5,403-88.0% |