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 CO. OF AM Service code 64 | Recordkeeping Fees | $18,728 |
LPL FINANCIAL1 year Service code 27 | Advisory (Plan) | $12,484 |
Filed as: JIM HALLIAN PENSION CONSLUTING, LLC Service code 13 | Contract Administrator | $3,567 |
Filed as: EMPWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $1,048 |
Filed as: JIM HALLINAN PENSION CONSULTING Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,231 | $46,292-8.8% | $143,757-70.6% | $64,808-34.8% |
| Participation rate | 20.1% | 64.2%-44.1pp | 80.3%-60.2pp | 71.5%-51.4pp |
| Annual return | -17.08% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $382 | $1,910-80.0% | $4,951-92.3% | $2,506-84.8% |
| Participant deferral / active EE | $875 | $2,646-66.9% | $5,637-84.5% | $4,310-79.7% |
| Admin fee / account holder | $425 | $154+176.4% | $14,673-97.1% | $188+126.3% |