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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $85,803 |
MENGEL, METZGER, BARR & CO. LLP10+ years Filed as: MENGEL, METZGER, BARR & CO, LLP Service code 10 100 CHESTNUT STREET · ROCHESTER, NY 14604 | Accounting | $22,800 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,441 | $101,317+54.4% | $146,958+6.5% | $74,495+110.0% |
| Participation rate | 97.2% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 21.93% | 8730.91%-8709.0pp | 418.34%-396.4pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $3,518 | $3,810-7.7% | $4,933-28.7% | $2,623+34.1% |
| Participant deferral / active EE | $10,876 | $7,303+48.9% | $8,070+34.8% | $4,346+150.3% |
| Admin fee / account holder | $440 | $1,739-74.7% | $12,998-96.6% | $1,942-77.4% |