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: DYATECH Service code 13 | Contract Administrator | $5,661 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,886 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,805 |
Filed as: DYATECH LLC. Service code 13 · EIN 64-0934231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,695 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,171 | $101,317-20.9% | $146,958-45.4% | $74,495+7.6% |
| Participation rate | 86.0% | 75.5%+10.4pp | 82.2%+3.8pp | 67.2%+18.8pp |
| Annual return | 14.12% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,632 | $3,810-4.7% | $4,933-26.4% | $2,623+38.5% |
| Participant deferral / active EE | $8,821 | $7,303+20.8% | $8,070+9.3% | $4,346+103.0% |
| Admin fee / account holder | $33 | $1,739-98.1% | $12,998-99.7% | $1,942-98.3% |