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: ROYAL ALLIANCE ASSOCIATES INC. Service code 27 10 EXHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $20,836 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,788 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,553 |
STRINGER RESOURCE GROUP1 year Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,075 | $84,487-50.2% | $125,339-66.4% | $66,914-37.1% |
| Participation rate | 45.1% | 76.4%-31.3pp | 82.4%-37.3pp | 69.8%-24.7pp |
| Annual return | -6.45% | -8.39%+1.9pp | 572.05%-578.5pp | 1.58%-8.0pp |
| Employer contribution / active EE | $1,366 | $3,553-61.6% | $4,814-71.6% | $2,544-46.3% |
| Participant deferral / active EE | $2,559 | $6,781-62.3% | $7,446-65.6% | $4,237-39.6% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |