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.
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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: THRIVENT ADVISOR NETWORK LLC Service code 27 600 PORTLAND AVE. S. · MINNEAPOLIS, MN 554154402 | Advisory (Plan) | $81,375 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Advisory (Plan) | $13,356 |
UNITED BENEFIT PENSIONS INC.10+ years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $10,342 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,382 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $16,043 | $210,648-92.4% | $177,989-91.0% | $145,922-89.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -101.79% | 385.86%-487.7pp | 294.48%-396.3pp | 561.29%-663.1pp |
| Employer contribution / active EE | $14,264 | $4,565+212.5% | $3,949+261.2% | $4,660+206.1% |
| Participant deferral / active EE | $122,228 | $6,958+1656.7% | $6,276+1847.5% | $6,688+1727.7% |
| Admin fee / account holder | $5,187 | $12,013-56.8% | $10,363-49.9% | $13,397-61.3% |