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) | $32,881 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,958 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $2,982 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $1,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,146 | $132,049-58.2% | $200,582-72.5% | $74,304-25.8% |
| Participation rate | 89.7% | 84.1%+5.6pp | 86.9%+2.8pp | 60.3%+29.3pp |
| Annual return | 19.95% | 22.22%-2.3pp | 42.33%-22.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $2,150 | $4,558-52.8% | $6,419-66.5% | $2,241-4.0% |
| Participant deferral / active EE | $7,187 | $7,213-0.4% | $9,331-23.0% | $3,767+90.8% |
| Admin fee / account holder | $288 | $2,405-88.0% | $16,305-98.2% | $2,969-90.3% |