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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,112,957 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $128,862 |
RSM US LLP8+ years Service code 10 · EIN 84-1532243 | Accounting | $13,650 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY EASTERN STATES IN Service code 26 · EIN 13-1835864 | Advisory (Participants) | $12,500 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $5,350 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,674 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,835 | $83,057+3.3% | $143,757-40.3% | $89,394-4.0% |
| Participation rate | 94.0% | 74.0%+19.9pp | 80.3%+13.7pp | 71.3%+22.7pp |
| Annual return | -16.17% | -13.97%-2.2pp | -0.04%-16.1pp | -11.89%-4.3pp |
| Employer contribution / active EE | $3,183 | $2,095+51.9% | $4,951-35.7% | $3,022+5.3% |
| Participant deferral / active EE | $5,923 | $4,281+38.4% | $5,637+5.1% | $5,123+15.6% |
| Admin fee / account holder | $67 | $83-18.7% | $14,673-99.5% | $79-15.0% |