Filed November 17, 2025 (most recent of 2 filings on file)
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 3-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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,230 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $2,750 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $1,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,658 | $122,239-57.7% | $184,203-72.0% | $74,495-30.7% |
| Participation rate | 81.4% | 85.5%-4.0pp | 86.8%-5.4pp | 67.2%+14.2pp |
| Annual return | 20.35% | 19.95%+0.4pp | 28.81%-8.5pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $2,081 | $4,537-54.1% | $6,427-67.6% | $2,623-20.6% |
| Participant deferral / active EE | $5,929 | $7,139-16.9% | $9,131-35.1% | $4,346+36.4% |
| Admin fee / account holder | $287 | $1,260-77.2% | $13,901-97.9% | $1,942-85.2% |