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 6-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 27 515 MARIN ST · THOUSAND OAKS, CA 91360 | Advisory (Plan) | $31,199 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,982 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $16,034 |
LPL FINANCIAL1 year Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $4,694 |
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 | $55,823 | $80,724-30.8% | $103,333-46.0% | $74,495-25.1% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 17.53% | 27.56%-10.0pp | 24.88%-7.3pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,328 | $3,157+5.4% | $3,868-14.0% | $2,623+26.9% |
| Participant deferral / active EE | $6,295 | $3,860+63.1% | $5,057+24.5% | $4,346+44.9% |
| Admin fee / account holder | $380 | $2,368-84.0% | $8,355-95.5% | $1,942-80.4% |