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 |
|---|---|---|
MONARCH PLAN ADVISORS8 years Filed as: MONARCH CORPORATE ADVISORS, INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $25,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,349 |
R-TECH CONSULTANTS, INC.11+ years Service code 13 | Contract Administrator | $5,000 |
R-TECH CONSULTANTS, INC.6 years Filed as: R-TECH CONSULTANTS, INC Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,158 | $65,561+109.2% | $91,541+49.8% | $74,304+84.6% |
| Participation rate | 68.0% | 56.6%+11.5pp | 69.8%-1.7pp | 60.3%+7.7pp |
| Annual return | 14.59% | 17.68%-3.1pp | 20.50%-5.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $466 | $1,717-72.9% | $2,505-81.4% | $2,241-79.2% |
| Participant deferral / active EE | $3,577 | $2,918+22.6% | $4,008-10.7% | $3,767-5.0% |
| Admin fee / account holder | $332 | $3,333-90.0% | $6,956-95.2% | $2,969-88.8% |