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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: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $43,555 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,589 |
Filed as: EMPOWER TRUST COMPANY LLC Service code 27 · EIN 20-0858084 | Advisory (Plan) | $1,907 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 | $57,428 | $95,274-39.7% | $135,903-57.7% | $74,419-22.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.83% | 32.77%-14.9pp | 68.23%-50.4pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,570 | $3,874+43.8% | $4,856+14.7% | $2,637+111.2% |
| Participant deferral / active EE | $9,268 | $7,782+19.1% | $7,758+19.5% | $4,528+104.7% |
| Admin fee / account holder | $345 | $266+29.7% | $10,762-96.8% | $348-0.8% |