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 | $32,848 |
VALMARK ADVISERS INC7 years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $21,008 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $1,625 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,126 | $71,964-66.5% | $167,512-85.6% | $85,563-71.8% |
| Participation rate | 79.1% | 61.0%+18.2pp | 77.1%+2.1pp | 66.0%+13.2pp |
| Annual return | 17.90% | 18.83%-0.9pp | 1615.79%-1597.9pp | 31.51%-13.6pp |
| Employer contribution / active EE | $622 | $1,875-66.8% | $3,882-84.0% | $2,654-76.5% |
| Participant deferral / active EE | $1,911 | $4,110-53.5% | $6,405-70.2% | $4,375-56.3% |
| Admin fee / account holder | $145 | $815-82.2% | $9,769-98.5% | $834-82.6% |