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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE STREET · NASHVILLE, TN 37302 | Advisory (Plan) | $203,992 |
Filed as: ASSOCIATED PENSION CONSULTANTD, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $3,780 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $3,780 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer 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 | $138,578 | $101,317+36.8% | $146,958-5.7% | $74,495+86.0% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 15.40% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $34 | $3,810-99.1% | $4,933-99.3% | $2,623-98.7% |
| Participant deferral / active EE | $13,495 | $7,303+84.8% | $8,070+67.2% | $4,346+210.5% |
| Admin fee / account holder | $567 | $1,739-67.4% | $12,998-95.6% | $1,942-70.8% |