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 19 · EIN 84-0467907 | Securities Custodian | $99,792 |
Service code 13 · EIN 82-2454243 | Contract Administrator | $39,000 |
MEKETA INVESTMENT GROUP8 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $22,750 |
BAIRD FUNDS10+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
NOVAK FRANCELLA LLC8 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $19,126 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $11,424 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1835864 | Consulting | $5,318 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,768 | $95,880+49.9% | $107,525+33.7% | $85,563+68.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 8.19% | 68.06%-59.9pp | 181.32%-173.1pp | 31.51%-23.3pp |
| Employer contribution / active EE | $13,467 | $3,812+253.3% | $3,754+258.8% | $2,654+407.5% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $364 | $1,025-64.5% | $8,919-95.9% | $834-56.4% |