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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,802 |
SHEPHERD FINANCIAL INVESTMENT ADVIS10+ years Filed as: SHEPHERD FINANCIAL PARTNERS LLC Service code 27 1004 MAIN ST · WINCHESTER, MA 01890 | Advisory (Plan) | $47,500 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $22,575 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,056 | $119,446+101.0% | $150,045+60.0% | $85,563+180.6% |
| Participation rate | 94.2% | 75.4%+18.8pp | 82.3%+11.9pp | 66.0%+28.2pp |
| Annual return | 15.69% | 23.72%-8.0pp | 62.55%-46.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $4,156 | $4,078+1.9% | $4,693-11.4% | $2,654+56.6% |
| Participant deferral / active EE | $10,857 | $7,985+36.0% | $7,997+35.8% | $4,375+148.1% |
| Admin fee / account holder | $245 | $548-55.2% | $13,435-98.2% | $834-70.6% |