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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $1,536,475 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $150,000 |
Service code 29 · EIN 83-2856417 | Legal | $26,206 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $21,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,703 | $167,668-85.3% | $100,391-75.4% | $106,382-76.8% |
| Participation rate | 95.0% | 87.6%+7.5pp | 81.5%+13.6pp | 69.9%+25.2pp |
| Annual return | 15.74% | 18.33%-2.6pp | 49.20%-33.5pp | 17.37%-1.6pp |
| Employer contribution / active EE | $1,946 | $4,908-60.4% | $3,942-50.6% | $3,364-42.1% |
| Participant deferral / active EE | $525 | $11,427-95.4% | $8,082-93.5% | $5,569-90.6% |
| Admin fee / account holder | $66 | $94-29.8% | $7,899-99.2% | $79-16.9% |