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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,245 |
SUEMORI & INOUYE, INC.6 years Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 17 | Pension Consulting | $7,152 |
ALPHAPOINT, INC.5 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $5,000 |
SUEMORI & INOUYE, INC.6 years Filed as: SUEMORI & INOUYE, INC.DBA SI GROUP Service code 17 1299 S BERETANIA ST, SUITE 315 · HONOLULU, HI 96814 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,295 | $59,417+8.2% | $93,606-31.3% | $74,495-13.7% |
| Participation rate | 66.7% | 59.7%+7.0pp | 68.7%-2.1pp | 67.2%-0.5pp |
| Annual return | 10.61% | 81.83%-71.2pp | 133.20%-122.6pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,388 | $1,264+9.8% | $2,420-42.7% | $2,623-47.1% |
| Participant deferral / active EE | $3,001 | $3,050-1.6% | $4,411-32.0% | $4,346-30.9% |
| Admin fee / account holder | $125 | $3,021-95.9% | $8,285-98.5% | $1,942-93.6% |