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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,081 |
VALMARK ADVISERS INC5 years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $17,556 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $7,210 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,537 | $56,638-58.4% | $169,368-86.1% | $74,419-68.4% |
| Participation rate | 72.8% | 67.5%+5.3pp | 77.1%-4.4pp | 70.7%+2.1pp |
| Annual return | 26.86% | 24.75%+2.1pp | 405.60%-378.7pp | 34.38%-7.5pp |
| Employer contribution / active EE | $577 | $2,027-71.5% | $4,013-85.6% | $2,637-78.1% |
| Participant deferral / active EE | $2,064 | $4,223-51.1% | $6,221-66.8% | $4,528-54.4% |
| Admin fee / account holder | $206 | $307-32.8% | $9,003-97.7% | $348-40.8% |