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 |
|---|---|---|
HALBERT HARGROVE GLOBAL ADVISORS9+ years Filed as: HALBERT, HARGROVE/RUSSELL, LLC Service code 27 P O BOX 1070 · LONG BEACH, CA 908019931 | Advisory (Plan) | $38,365 |
MEYERS BROTHERS KALICKA, PC4 years Filed as: MEYERS BROTHERS KALICKA PC Service code 10 330 WHITNEY AVE STE 800 · HOLYOKE, MA 01040 | Accounting | $12,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,435 | $76,050-6.1% | $96,544-26.0% | $71,4570% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.2pp | 67.9%+29.3pp |
| Annual return | 16.23% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,550 | $2,244+13.6% | $2,965-14.0% | $2,588-1.5% |
| Participant deferral / active EE | $5,308 | $4,215+25.9% | $4,851+9.4% | $4,289+23.8% |
| Admin fee / account holder | $42 | $2,707-98.4% | $8,252-99.5% | $1,587-97.3% |