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 |
|---|---|---|
THE GLENMEDE TRUST COMPANY, N.A.4 years Service code 27 · EIN 32-0274136 | Advisory (Plan) | $54,371 |
CONRAD SIEGEL3 years Filed as: CONRAD SIEGEL INC Service code 13 501 CORPORATE CIRCLE P.O. BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $41,571 |
D. F. DENT & COMPANY, INC.4 years Service code 27 · EIN 52-1045317 | Advisory (Plan) | $25,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,679 |
RKL LLP3 years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $8,350 |
SRS CAPITAL ADVISORS2 years Filed as: SRS CAPITAL ADVISORS, INC. Service code 27 730 17TH ST, STE 107 · DENVER, CO 80202 | Advisory (Plan) | $7,876 |
LOMBARD SECURITIES INC3 years Service code 27 1820 LANCASTER ST, 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $7,198 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $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 | $83,330 | $64,119+30.0% | $112,228-25.7% | $66,914+24.5% |
| Participation rate | 86.9% | 68.5%+18.4pp | 75.1%+11.8pp | 69.8%+17.1pp |
| Annual return | -12.88% | -13.81%+0.9pp | 27.45%-40.3pp | 1.58%-14.5pp |
| Employer contribution / active EE | $5,025 | $3,005+67.2% | $3,635+38.3% | $2,544+97.5% |
| Participant deferral / active EE | $2,706 | $3,693-26.7% | $4,728-42.8% | $4,237-36.1% |
| Admin fee / account holder | $582 | $625-6.8% | $6,410-90.9% | $593-1.8% |